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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,553 | $76,608-98.0% | $56,077-97.2% | $145,877-98.9% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 15.89% | 3009.59%-2993.7pp | 1709.28%-1693.4pp | 551.28%-535.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $296 | $2,624-88.7% | $1,954-84.8% | $6,691-95.6% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |