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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,500 | $107,941-31.9% | $91,994-20.1% | $152,897-51.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 35.28% | 89.28%-54.0pp | 69.04%-33.8pp | 345.43%-310.1pp |
| Employer contribution / active EE | $4,262 | $4,212+1.2% | $3,453+23.4% | $4,764-10.5% |
| Participant deferral / active EE | $11,717 | $6,366+84.1% | $5,924+97.8% | $5,851+100.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |