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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,198 | $106,003-70.6% | $92,236-66.2% | $147,585-78.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.98% | 50.05%-39.1pp | 176.29%-165.3pp | 578.57%-567.6pp |
| Employer contribution / active EE | $6,800 | $4,333+56.9% | $3,679+84.8% | $4,876+39.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $177 | $6,333-97.2% | $5,194-96.6% | $10,885-98.4% |