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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,054 | $209,422-85.2% | $178,503-82.6% | $158,982-80.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 69.65% | 188.81%-119.2pp | 151.12%-81.5pp | 302.99%-233.3pp |
| Employer contribution / active EE | $13,718 | $5,707+140.4% | $5,011+173.8% | $4,763+188.0% |
| Participant deferral / active EE | $6,289 | $5,955+5.6% | $5,202+20.9% | $5,983+5.1% |
| Admin fee / account holder | $37 | $17,079-99.8% | $13,987-99.7% | $11,252-99.7% |