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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,262 | $157,276-70.6% | $141,177-67.2% | $152,885-69.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.33% | 64.33%-26.0pp | 71.40%-33.1pp | 345.39%-307.1pp |
| Employer contribution / active EE | $9,440 | $5,262+79.4% | $4,736+99.3% | $4,763+98.2% |
| Participant deferral / active EE | $12,604 | $7,110+77.3% | $6,710+87.8% | $5,851+115.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |