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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,818 | $104,937-68.7% | $84,628-61.2% | $152,897-78.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.38% | 373.88%-351.5pp | 258.80%-236.4pp | 345.43%-323.1pp |
| Employer contribution / active EE | $8,549 | $3,303+158.8% | $2,653+222.2% | $4,764+79.5% |
| Participant deferral / active EE | $8,684 | $4,690+85.2% | $3,900+122.7% | $5,851+48.4% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |