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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,539 | $176,688-70.8% | $130,660-60.6% | $152,870-66.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 18.34% | 2692.66%-2674.3pp | 1709.13%-1690.8pp | 345.34%-327.0pp |
| Employer contribution / active EE | $9,500 | $5,743+65.4% | $4,092+132.1% | $4,763+99.5% |
| Participant deferral / active EE | $6,281 | $4,362+44.0% | $3,603+74.3% | $5,850+7.4% |
| Admin fee / account holder | $169 | $7,131-97.6% | $5,463-96.9% | $11,597-98.5% |