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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,740 | $106,918-80.6% | $84,021-75.3% | $152,897-86.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 33.43% | 105.01%-71.6pp | 71.32%-37.9pp | 345.43%-312.0pp |
| Employer contribution / active EE | $1,241 | $2,735-54.6% | $1,984-37.4% | $4,764-73.9% |
| Participant deferral / active EE | $9,041 | $4,012+125.3% | $3,239+179.1% | $5,851+54.5% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |