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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,472 | $106,005+26.9% | $92,239+45.8% | $147,585-8.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.54% | 50.05%-31.5pp | 176.29%-157.8pp | 578.58%-560.0pp |
| Employer contribution / active EE | $9,481 | $4,333+118.8% | $3,680+157.7% | $4,876+94.4% |
| Participant deferral / active EE | $5,794 | $4,478+29.4% | $3,897+48.7% | $5,439+6.5% |
| Admin fee / account holder | $120 | $6,333-98.1% | $5,194-97.7% | $10,886-98.9% |