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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,392 | $73,518-36.9% | $63,003-26.4% | $147,585-68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 22.61% | 175.46%-152.9pp | 87.59%-65.0pp | 578.57%-556.0pp |
| Employer contribution / active EE | $4,665 | $3,322+40.4% | $2,760+69.0% | $4,876-4.3% |
| Participant deferral / active EE | $11,057 | $4,183+164.3% | $3,329+232.1% | $5,439+103.3% |
| Admin fee / account holder | $9 | $5,952-99.8% | $3,600-99.8% | $10,885-99.9% |