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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,333 | $84,708-8.7% | $75,714+2.1% | $167,536-53.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 30.86% | 199.62%-168.8pp | 104.62%-73.8pp | 478.82%-448.0pp |
| Employer contribution / active EE | $8,808 | $3,231+172.6% | $2,744+221.0% | $4,839+82.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $105 | $5,358-98.0% | $3,619-97.1% | $12,315-99.1% |