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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,902 | $134,817-19.2% | $123,973-12.2% | $155,188-29.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.11% | 515.49%-504.4pp | 388.13%-377.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $27,755 | $4,425+527.2% | $4,126+572.7% | $4,248+553.4% |
| Participant deferral / active EE | $17,030 | $5,706+198.4% | $5,247+224.6% | $6,531+160.8% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |