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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,722 | $81,696+3.7% | $70,494+20.2% | $158,982-46.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 40.37% | 208.70%-168.3pp | 109.16%-68.8pp | 302.99%-262.6pp |
| Employer contribution / active EE | $8,400 | $3,220+160.9% | $2,738+206.8% | $4,763+76.4% |
| Participant deferral / active EE | $8,400 | $4,558+84.3% | $3,711+126.4% | $5,983+40.4% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |