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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,735 | $107,944-29.8% | $91,994-17.7% | $152,885-50.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.56% | 89.26%-66.7pp | 69.03%-46.5pp | 345.39%-322.8pp |
| Employer contribution / active EE | $7,609 | $4,210+80.7% | $3,452+120.4% | $4,763+59.7% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |