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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,311 | $150,207-70.5% | $120,380-63.2% | $145,978-69.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.92% | 154.28%-140.4pp | 107.28%-93.4pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,097 | $4,351-28.8% | $3,465-10.6% | $4,662-33.6% |
| Participant deferral / active EE | $3,810 | $6,175-38.3% | $4,992-23.7% | $6,690-43.1% |
| Admin fee / account holder | $130 | $12,203-98.9% | $9,421-98.6% | $13,400-99.0% |