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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,678 | $78,483-18.9% | $106,201-40.0% | $74,546-14.6% |
| Participation rate | 99.0% | 72.8%+26.2pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 33.81% | 15.94%+17.9pp | 116.26%-82.5pp | 1366.03%-1332.2pp |
| Employer contribution / active EE | $4,098 | $2,522+62.5% | $3,170+29.3% | $2,624+56.2% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |