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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,495 | $114,130-35.6% | $96,192-23.6% | $167,553-56.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.06% | 190.07%-171.0pp | 192.09%-173.0pp | 478.89%-459.8pp |
| Employer contribution / active EE | $8,381 | $3,431+144.3% | $2,799+199.4% | $4,840+73.2% |
| Participant deferral / active EE | $16,090 | $5,198+209.5% | $4,351+269.8% | $6,343+153.7% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |