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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,038 | $102,595-39.5% | $94,057-34.0% | $154,746-59.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.17% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,801 | $3,147-42.8% | $2,933-38.6% | $4,379-58.9% |
| Participant deferral / active EE | $4,510 | $5,118-11.9% | $4,709-4.2% | $6,730-33.0% |
| Admin fee / account holder | $44 | $7,736-99.4% | $7,244-99.4% | $14,365-99.7% |