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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,888 | $217,432-76.1% | $185,849-72.1% | $167,536-69.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.00% | 148.42%-120.4pp | 122.10%-94.1pp | 478.82%-450.8pp |
| Employer contribution / active EE | $14,067 | $5,875+139.5% | $5,169+172.2% | $4,839+190.7% |
| Participant deferral / active EE | $6,722 | $6,357+5.7% | $5,569+20.7% | $6,342+6.0% |
| Admin fee / account holder | $102 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |