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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,518 | $166,242-79.2% | $165,071-79.1% | $145,884-76.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.45% | 100.44%-75.0pp | 70.17%-44.7pp | 551.85%-526.4pp |
| Employer contribution / active EE | $3,392 | $5,283-35.8% | $4,347-22.0% | $4,662-27.3% |
| Participant deferral / active EE | $6,391 | $6,964-8.2% | $6,035+5.9% | $6,690-4.5% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |