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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,999 | $160,040-81.3% | $147,096-79.6% | $145,877-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.56% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,895 | $5,289-45.3% | $4,936-41.3% | $4,663-37.9% |
| Participant deferral / active EE | $2,895 | $8,429-65.7% | $8,071-64.1% | $6,691-56.7% |
| Admin fee / account holder | $58 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |