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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,802 | $103,000-78.8% | $90,300-75.9% | $152,885-85.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.63% | 95.19%-73.6pp | 78.11%-56.5pp | 345.39%-323.8pp |
| Employer contribution / active EE | $1,579 | $3,138-49.7% | $2,854-44.7% | $4,763-66.9% |
| Participant deferral / active EE | $1,862 | $4,281-56.5% | $3,884-52.1% | $5,851-68.2% |
| Admin fee / account holder | $217 | $6,173-96.5% | $5,353-95.9% | $11,598-98.1% |