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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,722 | $61,596-32.3% | - | $134,545-69.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | - | 81.2%+18.8pp |
| Annual return | 147.65% | -10.55%+158.2pp | - | 418.37%-270.7pp |
| Employer contribution / active EE | $10,427 | $2,755+278.5% | - | $4,742+119.9% |
| Participant deferral / active EE | $7,710 | $4,151+85.8% | - | $6,401+20.4% |
| Admin fee / account holder | $0 | $4,137-100.0% | - | $11,431-100.0% |