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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,356 | $217,432-84.2% | $185,849-81.5% | $167,536-79.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.37% | 148.42%-115.0pp | 122.10%-88.7pp | 478.82%-445.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $175 | $19,818-99.1% | $16,244-98.9% | $12,315-98.6% |