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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,278 | $43,133+35.1% | $89,435-34.8% | $73,497-20.7% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 60.69% | 135.66%-75.0pp | 245.55%-184.9pp | 28.51%+32.2pp |
| Employer contribution / active EE | $8,929 | $1,438+521.0% | $2,587+245.2% | $2,270+293.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,884-100.0% | $513-100.0% |