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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,562 | $100,911-58.8% | $90,440-54.0% | $158,966-73.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.59% | 1726.62%-1699.0pp | 1294.38%-1266.8pp | 302.95%-275.4pp |
| Employer contribution / active EE | $4,692 | $3,690+27.1% | $3,263+43.8% | $4,762-1.5% |
| Participant deferral / active EE | $10,401 | $4,348+139.2% | $3,964+162.4% | $5,983+73.8% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |