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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,022 | $129,239-69.0% | $93,419-57.2% | $158,966-74.8% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 15.45% | 118.21%-102.8pp | 78.05%-62.6pp | 302.95%-287.5pp |
| Employer contribution / active EE | $5,819 | $2,711+114.6% | $2,075+180.4% | $4,762+22.2% |
| Participant deferral / active EE | $5,200 | $3,909+33.0% | $3,126+66.4% | $5,983-13.1% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,250-100.0% |