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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,757 | $167,030-77.4% | $135,768-72.2% | $155,188-75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.88% | 678.39%-656.5pp | 526.10%-504.2pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,842 | $4,132-31.2% | $3,394-16.3% | $4,248-33.1% |
| Participant deferral / active EE | $7,136 | $4,528+57.6% | $3,977+79.4% | $6,531+9.3% |
| Admin fee / account holder | $39 | $8,172-99.5% | $7,048-99.5% | $14,480-99.7% |