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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,738 | $111,830-50.2% | $93,696-40.5% | $145,884-61.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.17% | 204.08%-191.9pp | 133.74%-121.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,051 | $3,093-33.7% | $2,422-15.3% | $4,662-56.0% |
| Participant deferral / active EE | $23,795 | $4,920+383.6% | $4,417+438.8% | $6,690+255.7% |
| Admin fee / account holder | $43 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |