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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,781 | $115,810-83.8% | $101,271-81.5% | $158,966-88.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.57% | 56.15%-42.6pp | 46.48%-32.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,065 | $4,175-50.6% | $3,660-43.6% | $4,762-56.6% |
| Participant deferral / active EE | $3,856 | $4,958-22.2% | $4,371-11.8% | $5,983-35.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |