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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,830 | $157,276-42.9% | $141,177-36.4% | $152,885-41.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.86% | 64.33%-26.5pp | 71.40%-33.5pp | 345.39%-307.5pp |
| Employer contribution / active EE | $20,818 | $5,262+295.7% | $4,736+339.6% | $4,763+337.1% |
| Participant deferral / active EE | $16,353 | $7,110+130.0% | $6,710+143.7% | $5,851+179.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |