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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,680 | $65,712-67.0% | $57,196-62.1% | $273,972-92.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 193.14% | 22.01%+171.1pp | 14.59%+178.5pp | 41.46%+151.7pp |
| Employer contribution / active EE | $9,310 | $3,280+183.8% | $2,683+247.0% | $4,869+91.2% |
| Participant deferral / active EE | $5,856 | $3,782+54.9% | $3,096+89.1% | $5,287+10.8% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |