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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,665 | $150,447-72.3% | $136,298-69.4% | $147,586-71.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.67% | 1049.15%-1024.5pp | 5156.27%-5131.6pp | 578.59%-553.9pp |
| Employer contribution / active EE | $7,803 | $5,256+48.5% | $4,696+66.2% | $4,876+60.0% |
| Participant deferral / active EE | $5,380 | $6,631-18.9% | $6,247-13.9% | $5,439-1.1% |
| Admin fee / account holder | $34 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |