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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,752 | $175,231-82.5% | $149,696-79.5% | $139,466-78.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.70% | 166.77%-131.1pp | 134.46%-98.8pp | 373.66%-338.0pp |
| Employer contribution / active EE | $4,641 | $5,478-15.3% | $4,821-3.7% | $4,754-2.4% |
| Participant deferral / active EE | $12,510 | $6,521+91.8% | $5,682+120.2% | $6,712+86.4% |
| Admin fee / account holder | $145 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |