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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,758 | $70,366-59.1% | $66,674-56.9% | $138,895-79.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 22.17% | 386.41%-364.2pp | 321.24%-299.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $2,397 | $2,765-13.3% | $2,620-8.5% | $4,194-42.9% |
| Participant deferral / active EE | $11,388 | $4,374+160.4% | $4,084+178.8% | $6,396+78.0% |
| Admin fee / account holder | $221 | $5,262-95.8% | $5,098-95.7% | $12,562-98.2% |