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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,241 | $96,643-87.3% | $86,617-85.9% | $139,456-91.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.24% | 106.57%-83.3pp | 591.91%-568.7pp | 373.45%-350.2pp |
| Employer contribution / active EE | $1,354 | $3,264-58.5% | $3,023-55.2% | $4,753-71.5% |
| Participant deferral / active EE | $2,093 | $4,835-56.7% | $4,437-52.8% | $6,711-68.8% |
| Admin fee / account holder | $45 | $6,406-99.3% | $5,613-99.2% | $11,407-99.6% |