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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,331 | $175,231-83.8% | $149,696-81.1% | $139,466-79.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 67.96% | 166.77%-98.8pp | 134.46%-66.5pp | 373.66%-305.7pp |
| Employer contribution / active EE | $11,600 | $5,478+111.8% | $4,821+140.6% | $4,754+144.0% |
| Participant deferral / active EE | $6,880 | $6,521+5.5% | $5,682+21.1% | $6,712+2.5% |
| Admin fee / account holder | $10 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |