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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,067 | $88,754-51.5% | $81,820-47.4% | $145,877-70.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.26% | 1031.77%-1012.5pp | 777.93%-758.7pp | 551.28%-532.0pp |
| Employer contribution / active EE | $3,859 | $3,085+25.1% | $2,915+32.4% | $4,663-17.2% |
| Participant deferral / active EE | $11,522 | $4,648+147.9% | $4,323+166.6% | $6,691+72.2% |
| Admin fee / account holder | $25 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |