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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,368 | $112,933-21.8% | $90,970-2.9% | $158,982-44.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.55% | 215.82%-210.3pp | 134.60%-129.0pp | 302.99%-297.4pp |
| Employer contribution / active EE | $4,500 | $2,893+55.5% | $2,122+112.1% | $4,763-5.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |