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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,881 | $111,785-87.6% | $93,669-85.2% | $145,877-90.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.55% | 203.79%-184.2pp | 133.59%-114.0pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,314 | $3,096-57.6% | $2,424-45.8% | $4,663-71.8% |
| Participant deferral / active EE | $9,562 | $4,919+94.4% | $4,416+116.5% | $6,691+42.9% |
| Admin fee / account holder | $60 | $10,256-99.4% | $8,291-99.3% | $13,402-99.6% |