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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,183 | $114,093-1.7% | $96,171+16.7% | $167,536-33.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.66% | 190.00%-177.3pp | 192.04%-179.4pp | 478.82%-466.2pp |
| Employer contribution / active EE | $10,621 | $3,429+209.7% | $2,799+279.5% | $4,839+119.5% |
| Participant deferral / active EE | $1,340 | $5,197-74.2% | $4,350-69.2% | $6,342-78.9% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |