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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,348 | $103,038-77.3% | $90,324-74.2% | $152,909-84.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.26% | 95.25%-65.0pp | 78.15%-47.9pp | 345.46%-315.2pp |
| Employer contribution / active EE | $800 | $3,141-74.5% | $2,856-72.0% | $4,764-83.2% |
| Participant deferral / active EE | $13,200 | $4,282+208.3% | $3,885+239.7% | $5,851+125.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |