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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,123 | $102,382-64.7% | $147,005-75.4% | $80,874-55.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.83% | 134.89%-116.1pp | 418.76%-399.9pp | 35.62%-16.8pp |
| Employer contribution / active EE | $4,455 | $3,715+19.9% | $4,934-9.7% | $2,756+61.7% |
| Participant deferral / active EE | $8,802 | $6,646+32.4% | $8,070+9.1% | $4,297+104.8% |
| Admin fee / account holder | $40 | $7,942-99.5% | $13,006-99.7% | $6,935-99.4% |