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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,115 | $83,090+69.8% | $130,062+8.5% | $71,529+97.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 88.07% | 20.61%+67.5pp | -137.37%+225.4pp | 28.97%+59.1pp |
| Employer contribution / active EE | $8,345 | $2,624+218.1% | $4,322+93.1% | $2,590+222.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |