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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,000 | $88,203+58.7% | $165,100-15.2% | $74,478+88.0% |
| Participation rate | 99.0% | 73.1%+25.9pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 12.93% | 17.13%-4.2pp | 70.21%-57.3pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $22,368 | $2,601+760.1% | $4,348+414.4% | $2,626+751.7% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |