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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,711 | $111,830-34.1% | $93,696-21.3% | $145,884-49.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.93% | 204.08%-185.1pp | 133.74%-114.8pp | 551.85%-532.9pp |
| Employer contribution / active EE | $1,063 | $3,093-65.6% | $2,422-56.1% | $4,662-77.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |