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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,425 | $176,077-73.6% | $159,455-70.9% | $167,518-72.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 86.93% | 331.83%-244.9pp | 263.63%-176.7pp | 478.71%-391.8pp |
| Employer contribution / active EE | $15,290 | $5,298+188.6% | $4,830+216.6% | $4,838+216.0% |
| Participant deferral / active EE | $10,587 | $7,751+36.6% | $7,353+44.0% | $6,342+66.9% |
| Admin fee / account holder | $22 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |