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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,092 | $144,130+52.7% | $117,861+86.7% | $147,586+49.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.54% | 531.20%-514.7pp | 335.11%-318.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $5,124 | $4,897+4.6% | $3,786+35.3% | $4,876+5.1% |
| Participant deferral / active EE | $8,142 | $5,316+53.1% | $4,482+81.7% | $5,439+49.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |