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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,279 | $106,003-71.4% | $92,236-67.2% | $147,585-79.5% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 13.13% | 50.05%-36.9pp | 176.29%-163.2pp | 578.57%-565.4pp |
| Employer contribution / active EE | $7,418 | $4,333+71.2% | $3,679+101.6% | $4,876+52.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |