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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,605 | $100,203-41.5% | $85,240-31.2% | $145,897-59.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 84.28%-70.1pp | 66.75%-52.5pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,157 | $3,242-33.5% | $2,735-21.1% | $4,663-53.7% |
| Participant deferral / active EE | $2,000 | $5,299-62.3% | $4,527-55.8% | $6,689-70.1% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |