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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,812 | $96,691-89.9% | $86,656-88.7% | $139,487-93.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.85% | 106.87%-83.0pp | 593.09%-569.2pp | 373.84%-350.0pp |
| Employer contribution / active EE | $2,208 | $3,267-32.4% | $3,025-27.0% | $4,755-53.6% |
| Participant deferral / active EE | $2,911 | $4,838-39.8% | $4,439-34.4% | $6,713-56.6% |
| Admin fee / account holder | $20 | $6,414-99.7% | $5,619-99.6% | $11,407-99.8% |