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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,850 | $102,595-65.1% | $94,057-61.9% | $154,746-76.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.28% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,588 | $3,147-17.8% | $2,933-11.8% | $4,379-40.9% |
| Participant deferral / active EE | $3,619 | $5,118-29.3% | $4,709-23.2% | $6,730-46.2% |
| Admin fee / account holder | $11 | $7,736-99.9% | $7,244-99.8% | $14,365-99.9% |