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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,624 | $73,546-66.5% | $63,018-60.9% | $147,586-83.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 101.79% | 175.56%-73.8pp | 87.62%+14.2pp | 578.59%-476.8pp |
| Employer contribution / active EE | $2,975 | $3,324-10.5% | $2,761+7.7% | $4,876-39.0% |
| Participant deferral / active EE | $7,373 | $4,185+76.2% | $3,330+121.4% | $5,439+35.6% |
| Admin fee / account holder | $80 | $5,956-98.7% | $3,601-97.8% | $10,886-99.3% |