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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,493 | $114,130-54.0% | $96,192-45.4% | $167,553-68.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.30% | 190.07%-170.8pp | 192.09%-172.8pp | 478.89%-459.6pp |
| Employer contribution / active EE | $17,224 | $3,431+402.0% | $2,799+515.3% | $4,840+255.9% |
| Participant deferral / active EE | $2,602 | $5,198-49.9% | $4,351-40.2% | $6,343-59.0% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |