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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,887 | $96,691-69.1% | $86,656-65.5% | $139,487-78.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.60% | 106.87%-89.3pp | 593.09%-575.5pp | 373.84%-356.2pp |
| Employer contribution / active EE | $4,890 | $3,267+49.7% | $3,025+61.6% | $4,755+2.8% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $225 | $6,414-96.5% | $5,619-96.0% | $11,407-98.0% |