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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,457 | $107,363-35.3% | $92,909-25.2% | $152,897-54.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.99% | 145.63%-119.6pp | 109.44%-83.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $2,866 | $4,222-32.1% | $3,653-21.5% | $4,764-39.8% |
| Participant deferral / active EE | $17,500 | $4,848+261.0% | $4,238+312.9% | $5,851+199.1% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |