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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,231 | $55,446+41.1% | $155,574-49.7% | $74,429+5.1% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 36.79% | 269.20%-232.4pp | 64.87%-28.1pp | 1368.38%-1331.6pp |
| Employer contribution / active EE | $2,010 | $2,266-11.3% | $4,676-57.0% | $2,625-23.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |