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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,038 | $144,130-75.7% | $117,860-70.3% | $147,585-76.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.34% | 531.20%-518.9pp | 335.10%-322.8pp | 578.58%-566.2pp |
| Employer contribution / active EE | $1,500 | $4,897-69.4% | $3,786-60.4% | $4,876-69.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $231 | $10,887-97.9% | $8,021-97.1% | $10,886-97.9% |