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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,630 | $102,595-61.4% | $94,057-57.9% | $154,746-74.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.23% | 583.42%-568.2pp | 480.62%-465.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $4,599 | $3,147+46.1% | $2,933+56.8% | $4,379+5.0% |
| Participant deferral / active EE | $8,822 | $5,118+72.4% | $4,709+87.3% | $6,730+31.1% |
| Admin fee / account holder | $12 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |