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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,806 | $110,801-73.1% | $86,615-65.6% | $167,536-82.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.19% | 116.96%-104.8pp | 63.51%-51.3pp | 478.82%-466.6pp |
| Employer contribution / active EE | $6,649 | $3,245+104.9% | $2,496+166.4% | $4,839+37.4% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $289 | $8,417-96.6% | $5,830-95.0% | $12,315-97.7% |