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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,679 | $96,691+148.9% | $86,656+177.7% | $139,487+72.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.82% | 106.87%-89.0pp | 593.09%-575.3pp | 373.84%-356.0pp |
| Employer contribution / active EE | $2,605 | $3,267-20.3% | $3,025-13.9% | $4,755-45.2% |
| Participant deferral / active EE | $16,300 | $4,838+236.9% | $4,439+267.2% | $6,713+142.8% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |