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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,240 | $96,419-84.2% | $80,648-81.1% | $139,487-89.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.68% | 1352.86%-1334.2pp | 937.21%-918.5pp | 373.84%-355.2pp |
| Employer contribution / active EE | $4,201 | $3,261+28.8% | $2,724+54.2% | $4,755-11.7% |
| Participant deferral / active EE | $3,344 | $5,225-36.0% | $4,443-24.7% | $6,713-50.2% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |