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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,388 | $104,116-65.1% | $71,089-48.8% | $135,380-73.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 27.62% | 1256.51%-1228.9pp | 650.65%-623.0pp | 519.81%-492.2pp |
| Employer contribution / active EE | $546 | $1,485-63.2% | $1,088-49.8% | $4,779-88.6% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |