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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,711 | $73,546-75.9% | $63,018-71.9% | $147,586-88.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.04% | 175.56%-162.5pp | 87.62%-74.6pp | 578.59%-565.6pp |
| Employer contribution / active EE | $5,243 | $3,324+57.7% | $2,761+89.9% | $4,876+7.5% |
| Participant deferral / active EE | $2,767 | $4,185-33.9% | $3,330-16.9% | $5,439-49.1% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |