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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,117 | $108,701-67.7% | $74,723-53.0% | $152,909-77.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 4.60% | 114.12%-109.5pp | 753.18%-748.6pp | 345.46%-340.9pp |
| Employer contribution / active EE | $2,646 | $1,504+75.9% | $1,084+144.1% | $4,764-44.5% |
| Participant deferral / active EE | $9,500 | $2,709+250.7% | $1,962+384.3% | $5,851+62.4% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |