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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,000 | $90,607-50.3% | $79,467-43.4% | $135,380-66.8% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | 8.94% | 977.74%-968.8pp | 718.30%-709.4pp | 519.81%-510.9pp |
| Employer contribution / active EE | $2,498 | $3,068-18.6% | $2,800-10.8% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |