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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,158 | $73,546-80.7% | $63,018-77.5% | $147,586-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.98% | 175.56%-156.6pp | 87.62%-68.6pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,300 | $3,324-60.9% | $2,761-52.9% | $4,876-73.3% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20 | $5,956-99.7% | $3,601-99.4% | $10,886-99.8% |