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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,731 | $55,470+0.5% | $155,556-64.2% | $74,478-25.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.65% | 269.80%-252.2pp | 64.84%-47.2pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $1,661 | $2,267-26.7% | $4,675-64.5% | $2,626-36.7% |
| Participant deferral / active EE | $3,596 | $2,838+26.7% | $5,631-36.1% | $4,350-17.3% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |