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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,250 | $165,912-76.9% | $122,342-68.7% | $147,585-74.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.28%-30.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $38,250 | $5,754+564.7% | $4,051+844.2% | $4,876+684.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |