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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,914 | $103,008-56.4% | $90,304-50.3% | $152,897-70.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.07% | 95.22%-70.2pp | 78.13%-53.1pp | 345.43%-320.4pp |
| Employer contribution / active EE | $6,801 | $3,139+116.6% | $2,855+138.2% | $4,764+42.8% |
| Participant deferral / active EE | $833 | $4,281-80.5% | $3,885-78.6% | $5,851-85.8% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |