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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,315 | $73,518-5.7% | $63,003+10.0% | $147,585-53.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.45% | 175.46%-156.0pp | 87.59%-68.1pp | 578.56%-559.1pp |
| Employer contribution / active EE | $4,901 | $3,322+47.5% | $2,760+77.6% | $4,876+0.5% |
| Participant deferral / active EE | $5,013 | $4,183+19.8% | $3,329+50.6% | $5,439-7.8% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |