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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,891 | $159,934-87.6% | $147,005-86.5% | $145,959-86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.75% | 98.24%-81.5pp | 418.76%-402.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $13,521 | $5,287+155.7% | $4,934+174.0% | $4,661+190.1% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $106 | $15,053-99.3% | $13,006-99.2% | $13,398-99.2% |