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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,435 | $104,937-81.5% | $84,628-77.0% | $152,897-87.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 65.93% | 373.88%-308.0pp | 258.80%-192.9pp | 345.43%-279.5pp |
| Employer contribution / active EE | $10,317 | $3,303+212.3% | $2,653+288.9% | $4,764+116.6% |
| Participant deferral / active EE | $12,878 | $4,690+174.6% | $3,900+230.2% | $5,851+120.1% |
| Admin fee / account holder | $66 | $6,243-98.9% | $4,914-98.7% | $11,599-99.4% |