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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,034 | $73,518-57.8% | $63,003-50.7% | $147,585-79.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.41% | 175.46%-157.1pp | 87.59%-69.2pp | 578.56%-560.2pp |
| Employer contribution / active EE | $7,406 | $3,322+122.9% | $2,760+168.3% | $4,876+51.9% |
| Participant deferral / active EE | $6,886 | $4,183+64.6% | $3,329+106.8% | $5,439+26.6% |
| Admin fee / account holder | $286 | $5,952-95.2% | $3,600-92.1% | $10,885-97.4% |