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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,373 | $150,435-45.9% | $120,580-32.5% | $145,897-44.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 10.24% | 154.60%-144.4pp | 107.48%-97.2pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,061 | $4,352-75.6% | $3,469-69.4% | $4,663-77.2% |
| Participant deferral / active EE | $2,669 | $6,174-56.8% | $4,995-46.6% | $6,689-60.1% |
| Admin fee / account holder | $136 | $12,182-98.9% | $9,418-98.6% | $13,390-99.0% |