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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,459 | $93,346-34.2% | $71,796-14.4% | $273,972-77.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.52% | 130.39%-123.9pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $15,000 | $2,733+448.8% | $1,924+679.5% | $4,869+208.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $258 | $6,571-96.1% | $4,815-94.6% | $10,133-97.5% |