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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,250 | $104,953-17.8% | $84,637+1.9% | $152,909-43.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 27.04% | 373.94%-346.9pp | 258.82%-231.8pp | 345.46%-318.4pp |
| Employer contribution / active EE | $2,882 | $3,304-12.8% | $2,653+8.6% | $4,764-39.5% |
| Participant deferral / active EE | $10,733 | $4,691+128.8% | $3,900+175.2% | $5,851+83.4% |
| Admin fee / account holder | $20 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |