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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,384 | $157,296-79.4% | $141,191-77.1% | $152,897-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 69.22% | 64.34%+4.9pp | 71.41%-2.2pp | 345.43%-276.2pp |
| Employer contribution / active EE | $10,324 | $5,262+96.2% | $4,736+118.0% | $4,764+116.7% |
| Participant deferral / active EE | $13,765 | $7,111+93.6% | $6,710+105.1% | $5,851+135.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |