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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,201 | $111,814-33.6% | $93,654-20.8% | $145,959-49.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.64% | 203.30%-179.7pp | 133.34%-109.7pp | 561.95%-538.3pp |
| Employer contribution / active EE | $2,352 | $3,092-23.9% | $2,421-2.9% | $4,661-49.5% |
| Participant deferral / active EE | $6,534 | $4,914+33.0% | $4,413+48.1% | $6,689-2.3% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |