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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,909 | $104,907-1.9% | $84,610+21.6% | $152,870-32.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.39% | 373.79%-357.4pp | 258.74%-242.3pp | 345.34%-329.0pp |
| Employer contribution / active EE | $6,667 | $3,301+101.9% | $2,652+151.4% | $4,763+40.0% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $250 | $6,241-96.0% | $4,912-94.9% | $11,597-97.8% |