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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,588 | $183,592-81.2% | $155,567-77.8% | $145,959-76.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $16,027 | $5,315+201.6% | $4,674+242.9% | $4,661+243.9% |
| Participant deferral / active EE | $2,009 | $6,464-68.9% | $5,628-64.3% | $6,689-70.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |