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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,378 | $133,998+38.3% | $112,263+65.1% | $134,545+37.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.56% | 47.17%-47.7pp | 27.49%-28.1pp | 418.37%-418.9pp |
| Employer contribution / active EE | $58,531 | $4,040+1348.7% | $3,636+1509.7% | $4,742+1134.4% |
| Participant deferral / active EE | $53,850 | $5,292+917.5% | $4,729+1038.6% | $6,401+741.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |