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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,157 | $99,079-49.4% | $78,002-35.7% | $273,972-81.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.67% | 217.93%-214.3pp | 425.99%-422.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $7,860 | $3,308+137.6% | $2,470+218.2% | $4,869+61.4% |
| Participant deferral / active EE | $10,268 | $4,306+138.5% | $3,497+193.6% | $5,287+94.2% |
| Admin fee / account holder | $17 | $8,954-99.8% | $5,481-99.7% | $10,133-99.8% |