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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,509 | $73,518-21.8% | $63,003-8.7% | $147,585-61.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.01% | 175.46%-160.5pp | 87.59%-72.6pp | 578.57%-563.6pp |
| Employer contribution / active EE | $1,558 | $3,322-53.1% | $2,760-43.5% | $4,876-68.0% |
| Participant deferral / active EE | $7,967 | $4,183+90.4% | $3,329+139.3% | $5,439+46.5% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |