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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,672 | $124,346-67.3% | $111,308-63.5% | $167,536-75.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $14,300 | $3,437+316.0% | $2,732+423.5% | $4,839+195.5% |
| Participant deferral / active EE | $26,000 | $5,182+401.8% | $4,487+479.4% | $6,342+309.9% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |