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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,869 | $112,935-81.5% | $90,970-77.1% | $158,966-86.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 66.90% | 215.79%-148.9pp | 134.58%-67.7pp | 302.95%-236.1pp |
| Employer contribution / active EE | $10,554 | $2,895+264.6% | $2,122+397.3% | $4,762+121.6% |
| Participant deferral / active EE | $5,065 | $4,129+22.7% | $3,373+50.1% | $5,983-15.3% |
| Admin fee / account holder | $211 | $8,045-97.4% | $5,960-96.5% | $11,250-98.1% |