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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,912 | $73,546-18.5% | $63,018-4.9% | $147,586-59.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.25% | 175.56%-158.3pp | 87.62%-70.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,768 | $3,324+13.4% | $2,761+36.5% | $4,876-22.7% |
| Participant deferral / active EE | $1,262 | $4,185-69.9% | $3,330-62.1% | $5,439-76.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |