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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,840 | $109,967-17.4% | $97,197-6.5% | $145,877-37.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 30.95% | 244.27%-213.3pp | 75.47%-44.5pp | 551.28%-520.3pp |
| Employer contribution / active EE | $500 | $3,077-83.7% | $2,723-81.6% | $4,663-89.3% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |