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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,005 | $107,944-67.6% | $91,994-61.9% | $152,885-77.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 45.36% | 89.26%-43.9pp | 69.03%-23.7pp | 345.39%-300.0pp |
| Employer contribution / active EE | $4,912 | $4,210+16.7% | $3,452+42.3% | $4,763+3.1% |
| Participant deferral / active EE | $15,670 | $6,365+146.2% | $5,923+164.5% | $5,851+167.8% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |