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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,868 | $73,518-67.5% | $63,003-62.1% | $147,585-83.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.14% | 175.46%-159.3pp | 87.59%-71.5pp | 578.57%-562.4pp |
| Employer contribution / active EE | $4,545 | $3,322+36.8% | $2,760+64.7% | $4,876-6.8% |
| Participant deferral / active EE | $1,700 | $4,183-59.4% | $3,329-48.9% | $5,439-68.7% |
| Admin fee / account holder | $68 | $5,952-98.9% | $3,600-98.1% | $10,885-99.4% |