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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,200 | $102,595-88.1% | $94,057-87.0% | $154,746-92.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 25.11% | 583.42%-558.3pp | 480.62%-455.5pp | 172.34%-147.2pp |
| Employer contribution / active EE | $2,738 | $3,147-13.0% | $2,933-6.7% | $4,379-37.5% |
| Participant deferral / active EE | $2,738 | $5,118-46.5% | $4,709-41.9% | $6,730-59.3% |
| Admin fee / account holder | $80 | $7,736-99.0% | $7,244-98.9% | $14,365-99.4% |