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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,103 | $109,863-44.4% | $98,477-38.0% | $167,518-63.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 41.67% | 1958.09%-1916.4pp | 1493.59%-1451.9pp | 478.71%-437.0pp |
| Employer contribution / active EE | $14,692 | $3,225+355.5% | $2,961+396.2% | $4,838+203.6% |
| Participant deferral / active EE | $24,735 | $4,673+429.3% | $4,276+478.4% | $6,342+290.0% |
| Admin fee / account holder | $164 | $6,755-97.6% | $5,951-97.2% | $12,312-98.7% |