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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,247 | $175,231-85.0% | $149,696-82.5% | $139,466-81.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.52% | 166.77%-130.2pp | 134.46%-97.9pp | 373.66%-337.1pp |
| Employer contribution / active EE | $1,770 | $5,478-67.7% | $4,821-63.3% | $4,754-62.8% |
| Participant deferral / active EE | $12,166 | $6,521+86.6% | $5,682+114.1% | $6,712+81.3% |
| Admin fee / account holder | $151 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |