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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,639 | $108,685-73.6% | $74,719-61.7% | $152,885-81.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 11.39% | 114.09%-102.7pp | 753.05%-741.7pp | 345.39%-334.0pp |
| Employer contribution / active EE | $4,968 | $1,504+230.3% | $1,084+358.3% | $4,763+4.3% |
| Participant deferral / active EE | $1,810 | $2,712-33.3% | $1,963-7.8% | $5,851-69.1% |
| Admin fee / account holder | $205 | $4,905-95.8% | $3,334-93.9% | $11,598-98.2% |