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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,001 | $102,595-15.2% | $94,057-7.5% | $154,746-43.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.20% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,487 | $3,147+10.8% | $2,933+18.9% | $4,379-20.4% |
| Participant deferral / active EE | $3,376 | $5,118-34.0% | $4,709-28.3% | $6,730-49.8% |
| Admin fee / account holder | $33 | $7,736-99.6% | $7,244-99.5% | $14,365-99.8% |