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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,830 | $73,518-9.1% | $63,003+6.1% | $147,585-54.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.54% | 175.46%-155.9pp | 87.59%-68.0pp | 578.56%-559.0pp |
| Employer contribution / active EE | $11,651 | $3,322+250.7% | $2,760+322.1% | $4,876+138.9% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $134 | $5,952-97.7% | $3,600-96.3% | $10,885-98.8% |