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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,738 | $60,119-45.5% | $90,430-63.8% | $79,858-59.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.66% | 71.94%-56.3pp | 1293.73%-1278.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $3,517 | $2,068+70.1% | $3,262+7.8% | $2,471+42.3% |
| Participant deferral / active EE | $6,063 | $2,938+106.4% | $3,963+53.0% | $3,740+62.1% |
| Admin fee / account holder | $288 | $3,976-92.8% | $5,613-94.9% | $5,306-94.6% |