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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,307 | $106,008-17.6% | $92,240-5.3% | $147,586-40.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.84% | 50.05%-34.2pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $7,500 | $4,333+73.1% | $3,680+103.8% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |