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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,198 | $226,105-80.0% | $182,540-75.2% | $152,897-70.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 37.99% | 192.58%-154.6pp | 148.58%-110.6pp | 345.43%-307.4pp |
| Employer contribution / active EE | $1,820 | $4,978-63.4% | $4,076-55.3% | $4,764-61.8% |
| Participant deferral / active EE | $3,990 | $6,370-37.4% | $5,525-27.8% | $5,851-31.8% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |