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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,194 | $103,000-62.9% | $90,300-57.7% | $152,885-75.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.62% | 95.19%-77.6pp | 78.11%-60.5pp | 345.39%-327.8pp |
| Employer contribution / active EE | $7,500 | $3,138+139.0% | $2,854+162.8% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $60 | $6,173-99.0% | $5,353-98.9% | $11,598-99.5% |