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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,361 | $111,814-81.8% | $93,654-78.3% | $145,959-86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.33% | 203.30%-193.0pp | 133.34%-123.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $9,000 | $3,092+191.1% | $2,421+271.8% | $4,661+93.1% |
| Participant deferral / active EE | $11,500 | $4,914+134.0% | $4,413+160.6% | $6,689+71.9% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |