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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,760 | $103,038-29.4% | $90,324-19.4% | $152,909-52.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.68% | 95.25%-72.6pp | 78.15%-55.5pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,298 | $3,141-26.8% | $2,856-19.5% | $4,764-51.8% |
| Participant deferral / active EE | $8,757 | $4,282+104.5% | $3,885+125.4% | $5,851+49.7% |
| Admin fee / account holder | $20 | $6,177-99.7% | $5,356-99.6% | $11,601-99.8% |