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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,764 | $103,038-85.7% | $90,324-83.7% | $152,909-90.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 29.30% | 95.25%-66.0pp | 78.15%-48.9pp | 345.46%-316.2pp |
| Employer contribution / active EE | $5,043 | $3,141+60.6% | $2,856+76.6% | $4,764+5.9% |
| Participant deferral / active EE | $5,043 | $4,282+17.8% | $3,885+29.8% | $5,851-13.8% |
| Admin fee / account holder | $34 | $6,177-99.4% | $5,356-99.4% | $11,601-99.7% |