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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,576 | $217,432-86.9% | $185,849-84.6% | $167,536-82.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.13% | 148.42%-131.3pp | 122.10%-105.0pp | 478.82%-461.7pp |
| Employer contribution / active EE | $8,322 | $5,875+41.7% | $5,169+61.0% | $4,839+72.0% |
| Participant deferral / active EE | $4,372 | $6,357-31.2% | $5,569-21.5% | $6,342-31.1% |
| Admin fee / account holder | $16 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |