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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,484 | $156,970-65.3% | $121,210-55.0% | $139,487-60.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.62% | 1477.10%-1464.5pp | 987.41%-974.8pp | 373.84%-361.2pp |
| Employer contribution / active EE | $7,500 | $5,546+35.2% | $4,171+79.8% | $4,755+57.7% |
| Participant deferral / active EE | $1,800 | $4,849-62.9% | $4,084-55.9% | $6,713-73.2% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |