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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,525 | $96,678-12.6% | $86,640-2.4% | $139,466-39.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 14.01% | 106.69%-92.7pp | 592.52%-578.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $3,214 | $3,265-1.6% | $3,024+6.3% | $4,754-32.4% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $150 | $6,410-97.7% | $5,616-97.3% | $11,409-98.7% |