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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,051 | $108,701-53.0% | $74,723-31.7% | $152,909-66.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.50% | 114.12%-94.6pp | 753.18%-733.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $8,795 | $1,504+484.7% | $1,084+711.2% | $4,764+84.6% |
| Participant deferral / active EE | $6,473 | $2,709+139.0% | $1,962+230.0% | $5,851+10.6% |
| Admin fee / account holder | $18 | $4,906-99.6% | $3,335-99.5% | $11,601-99.8% |