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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,216 | $88,754+6.2% | $81,820+15.2% | $145,877-35.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.89% | 1031.77%-1017.9pp | 777.93%-764.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $9,403 | $3,085+204.8% | $2,915+222.6% | $4,663+101.7% |
| Participant deferral / active EE | $15,250 | $4,648+228.1% | $4,323+252.8% | $6,691+127.9% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |