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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,181 | $112,131-63.3% | $95,964-57.1% | $158,982-74.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.84% | 171.19%-155.3pp | 91.64%-75.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,624 | $3,199-49.2% | $2,541-36.1% | $4,763-65.9% |
| Participant deferral / active EE | $3,439 | $4,784-28.1% | $4,167-17.5% | $5,983-42.5% |
| Admin fee / account holder | $127 | $10,136-98.8% | $6,797-98.1% | $11,252-98.9% |