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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,971 | $154,145-54.0% | $130,014-45.4% | $139,427-49.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.70% | 32.49%-15.8pp | -137.22%+153.9pp | 373.27%-356.6pp |
| Employer contribution / active EE | $17,568 | $5,290+232.1% | $4,320+306.6% | $4,752+269.7% |
| Participant deferral / active EE | $10,833 | $6,711+61.4% | $5,821+86.1% | $6,711+61.4% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |