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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,899 | $166,242-76.6% | $165,071-76.4% | $145,884-73.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.53% | 100.44%-86.9pp | 70.17%-56.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,057 | $5,283-42.1% | $4,347-29.7% | $4,662-34.4% |
| Participant deferral / active EE | $4,182 | $6,964-40.0% | $6,035-30.7% | $6,690-37.5% |
| Admin fee / account holder | $58 | $16,658-99.7% | $12,695-99.5% | $13,392-99.6% |