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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,750 | $73,546-54.1% | $63,018-46.4% | $147,586-77.1% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 21.30% | 175.56%-154.3pp | 87.62%-66.3pp | 578.59%-557.3pp |
| Employer contribution / active EE | $1,339 | $3,324-59.7% | $2,761-51.5% | $4,876-72.6% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $31 | $5,956-99.5% | $3,601-99.2% | $10,886-99.7% |