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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,363 | $209,422-78.8% | $178,503-75.1% | $158,982-72.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 103.85% | 188.81%-85.0pp | 151.12%-47.3pp | 302.99%-199.1pp |
| Employer contribution / active EE | $13,848 | $5,707+142.7% | $5,011+176.3% | $4,763+190.8% |
| Participant deferral / active EE | $6,813 | $5,955+14.4% | $5,202+31.0% | $5,983+13.9% |
| Admin fee / account holder | $117 | $17,079-99.3% | $13,987-99.2% | $11,252-99.0% |