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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,288 | $103,000-71.6% | $90,300-67.6% | $152,885-80.8% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.5%+13.4pp |
| Annual return | 86.74% | 95.19%-8.5pp | 78.11%+8.6pp | 345.39%-258.6pp |
| Employer contribution / active EE | $1,717 | $3,138-45.3% | $2,854-39.8% | $4,763-64.0% |
| Participant deferral / active EE | $3,429 | $4,281-19.9% | $3,884-11.7% | $5,851-41.4% |
| Admin fee / account holder | $10 | $6,173-99.8% | $5,353-99.8% | $11,598-99.9% |