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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,390 | $227,633-47.1% | $189,597-36.5% | $167,553-28.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.33% | 78.45%-55.1pp | 64.20%-40.9pp | 478.89%-455.6pp |
| Employer contribution / active EE | $2,200 | $5,317-58.6% | $4,412-50.1% | $4,840-54.5% |
| Participant deferral / active EE | $2,200 | $7,003-68.6% | $6,174-64.4% | $6,343-65.3% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |