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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,313 | $111,878-42.5% | $93,727-31.4% | $145,897-55.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.48% | 204.28%-190.8pp | 133.83%-120.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,081 | $3,092-32.7% | $2,421-14.1% | $4,663-55.4% |
| Participant deferral / active EE | $2,201 | $4,920-55.3% | $4,417-50.2% | $6,689-67.1% |
| Admin fee / account holder | $62 | $10,256-99.4% | $8,292-99.3% | $13,390-99.5% |