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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,000 | $44,984+133.4% | $85,009+23.5% | $74,546+40.9% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 26.67% | 26.25%+0.4pp | 66.47%-39.8pp | 1366.03%-1339.4pp |
| Employer contribution / active EE | $9,196 | $1,458+530.7% | $2,728+237.1% | $2,624+250.4% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,208-100.0% | $6,153-100.0% | $1,944-100.0% |