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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,302 | $160,028-81.7% | $147,080-80.1% | $145,884-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,606 | $5,286-50.7% | $4,933-47.2% | $4,662-44.1% |
| Participant deferral / active EE | $5,842 | $8,422-30.6% | $8,066-27.6% | $6,690-12.7% |
| Admin fee / account holder | $276 | $15,030-98.2% | $12,989-97.9% | $13,392-97.9% |