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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,190 | $118,877-69.6% | $96,570-62.5% | $167,536-78.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.86% | 50.50%-36.6pp | 37.79%-23.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $8,431 | $3,121+170.2% | $2,357+257.7% | $4,839+74.2% |
| Participant deferral / active EE | $3,365 | $4,617-27.1% | $3,849-12.6% | $6,342-46.9% |
| Admin fee / account holder | $31 | $8,069-99.6% | $6,182-99.5% | $12,315-99.8% |