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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,766 | $98,240-67.7% | $82,312-61.4% | $147,586-78.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 56.41% | 30.85%+25.6pp | 25.88%+30.5pp | 578.59%-522.2pp |
| Employer contribution / active EE | $19,423 | $3,192+508.6% | $2,428+699.8% | $4,876+298.3% |
| Participant deferral / active EE | $3,106 | $4,383-29.1% | $3,706-16.2% | $5,439-42.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |