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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,100 | $226,135-89.3% | $182,558-86.8% | $152,909-84.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.64% | 192.60%-173.0pp | 148.59%-128.9pp | 345.46%-325.8pp |
| Employer contribution / active EE | $3,879 | $4,979-22.1% | $4,076-4.8% | $4,764-18.6% |
| Participant deferral / active EE | $11,000 | $6,371+72.7% | $5,526+99.1% | $5,851+88.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |