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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,000 | $197,594-71.2% | $177,822-67.9% | $158,931-64.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.86%-302.9pp |
| Employer contribution / active EE | $37,500 | $6,697+459.9% | $5,918+533.6% | $4,761+687.6% |
| Participant deferral / active EE | $19,500 | $8,405+132.0% | $7,714+152.8% | $5,982+226.0% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |