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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,268 | $157,296-82.7% | $141,191-80.7% | $152,897-82.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.37% | 64.34%-33.0pp | 71.41%-40.0pp | 345.43%-314.1pp |
| Employer contribution / active EE | $2,271 | $5,262-56.8% | $4,736-52.1% | $4,764-52.3% |
| Participant deferral / active EE | $6,926 | $7,111-2.6% | $6,710+3.2% | $5,851+18.4% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |