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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,481 | $80,731-15.2% | $103,374-33.8% | $74,546-8.1% |
| Participation rate | 96.5% | 65.7%+30.8pp | 74.5%+22.0pp | 67.2%+29.3pp |
| Annual return | 102.89% | 27.56%+75.3pp | 24.89%+78.0pp | 1366.03%-1263.1pp |
| Employer contribution / active EE | $6,247 | $3,158+97.8% | $3,869+61.4% | $2,624+138.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $8 | $2,369-99.7% | $8,394-99.9% | $1,944-99.6% |