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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,257 | $81,664-82.5% | $70,476-79.8% | $158,966-91.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 40.75% | 208.59%-167.8pp | 109.12%-68.4pp | 302.95%-262.2pp |
| Employer contribution / active EE | $2,026 | $3,219-37.1% | $2,738-26.0% | $4,762-57.5% |
| Participant deferral / active EE | $4,915 | $4,556+7.9% | $3,710+32.5% | $5,983-17.9% |
| Admin fee / account holder | $8 | $6,197-99.9% | $3,847-99.8% | $11,250-99.9% |