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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,527 | $101,591-31.6% | $147,096-52.7% | $74,429-6.6% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 63.15% | 8746.45%-8683.3pp | 419.75%-356.6pp | 1368.38%-1305.2pp |
| Employer contribution / active EE | $3,842 | $3,813+0.8% | $4,936-22.2% | $2,625+46.4% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |