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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,842 | $160,070-58.2% | $147,117-54.6% | $145,897-54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.56% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $14,993 | $5,285+183.7% | $4,932+204.0% | $4,663+221.6% |
| Participant deferral / active EE | $8,195 | $8,419-2.7% | $8,065+1.6% | $6,689+22.5% |
| Admin fee / account holder | $218 | $15,035-98.6% | $12,993-98.3% | $13,390-98.4% |