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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,688 | $102,547-66.2% | $78,210-55.6% | $147,586-76.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $21,188 | $2,617+709.7% | $2,034+941.9% | $4,876+334.5% |
| Participant deferral / active EE | $13,500 | $3,481+287.8% | $2,823+378.3% | $5,439+148.2% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |