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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,191 | $160,028-81.1% | $147,080-79.5% | $145,884-79.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.97% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $13,643 | $5,286+158.1% | $4,933+176.6% | $4,662+192.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $177 | $15,030-98.8% | $12,989-98.6% | $13,392-98.7% |