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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,525 | $88,778-79.1% | $81,844-77.4% | $145,884-87.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 10.09% | 1033.03%-1022.9pp | 778.87%-768.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,704 | $4,648-41.8% | $4,323-37.5% | $6,690-59.6% |
| Admin fee / account holder | $61 | $8,430-99.3% | $7,355-99.2% | $13,392-99.5% |