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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,279 | $157,296-76.3% | $141,191-73.6% | $152,897-75.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.57% | 64.34%-38.8pp | 71.41%-45.8pp | 345.43%-319.9pp |
| Employer contribution / active EE | $2,029 | $5,262-61.4% | $4,736-57.2% | $4,764-57.4% |
| Participant deferral / active EE | $6,120 | $7,111-13.9% | $6,710-8.8% | $5,851+4.6% |
| Admin fee / account holder | $30 | $12,125-99.8% | $10,264-99.7% | $11,599-99.7% |