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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,047 | $72,071-30.6% | $68,368-26.8% | $137,256-63.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.23% | 353.14%-328.9pp | 292.57%-268.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,914 | $2,788-31.4% | $2,649-27.8% | $4,156-54.0% |
| Participant deferral / active EE | $16,840 | $4,410+281.9% | $4,123+308.5% | $6,407+162.8% |
| Admin fee / account holder | $298 | $5,336-94.4% | $5,150-94.2% | $12,270-97.6% |