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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,829 | $103,008-25.4% | $90,304-14.9% | $152,897-49.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 33.09% | 95.22%-62.1pp | 78.13%-45.0pp | 345.43%-312.3pp |
| Employer contribution / active EE | $10,411 | $3,139+231.6% | $2,855+264.7% | $4,764+118.6% |
| Participant deferral / active EE | $11,342 | $4,281+164.9% | $3,885+191.9% | $5,851+93.8% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |