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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,754-100.0% | $81,820-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 13.92% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,000 | $3,085-2.8% | $2,915+2.9% | $4,663-35.7% |
| Participant deferral / active EE | $3,207 | $4,648-31.0% | $4,323-25.8% | $6,691-52.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |