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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,866 | $110,629-78.4% | $80,784-70.5% | $167,553-85.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.45% | 120.58%-106.1pp | 87.31%-72.9pp | 478.89%-464.4pp |
| Employer contribution / active EE | $9,124 | $1,543+491.3% | $1,160+686.4% | $4,840+88.5% |
| Participant deferral / active EE | $5,200 | $2,871+81.1% | $2,145+142.4% | $6,343-18.0% |
| Admin fee / account holder | $11 | $4,547-99.8% | $3,380-99.7% | $12,316-99.9% |