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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,280 | $99,079-26.0% | $78,002-6.1% | $273,972-73.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.29% | 217.93%-208.6pp | 425.99%-416.7pp | 41.46%-32.2pp |
| Employer contribution / active EE | $11,038 | $3,308+233.7% | $2,470+346.8% | $4,869+126.7% |
| Participant deferral / active EE | $11,038 | $4,306+156.3% | $3,497+215.6% | $5,287+108.8% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |