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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,975 | $166,020-68.1% | $164,866-67.9% | $145,959-63.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.56% | 100.08%-89.5pp | 69.97%-59.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $3,741 | $5,275-29.1% | $4,343-13.9% | $4,661-19.7% |
| Participant deferral / active EE | $5,765 | $6,961-17.2% | $6,033-4.4% | $6,689-13.8% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |