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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,170 | $150,346-75.3% | $120,524-69.2% | $145,877-74.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.50% | 154.40%-137.9pp | 107.36%-90.9pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,671 | $4,353-38.6% | $3,469-23.0% | $4,663-42.7% |
| Participant deferral / active EE | $8,436 | $6,172+36.7% | $4,994+68.9% | $6,691+26.1% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |