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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,787 | $68,097-28.4% | $62,929-22.5% | $137,256-64.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.91% | 1859.11%-1837.2pp | 1063.93%-1042.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $7,261 | $2,811+158.3% | $2,505+189.9% | $4,156+74.7% |
| Participant deferral / active EE | $3,478 | $4,553-23.6% | $3,888-10.6% | $6,407-45.7% |
| Admin fee / account holder | $236 | $6,521-96.4% | $5,065-95.3% | $12,270-98.1% |