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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,385 | $123,859-67.4% | $69,632-42.0% | $145,897-72.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 19.18% | 192.49%-173.3pp | 101.32%-82.1pp | 552.29%-533.1pp |
| Employer contribution / active EE | $3,364 | $2,673+25.8% | $1,708+96.9% | $4,663-27.8% |
| Participant deferral / active EE | $4,719 | $4,242+11.2% | $2,889+63.4% | $6,689-29.5% |
| Admin fee / account holder | $107 | $7,817-98.6% | $4,695-97.7% | $13,390-99.2% |