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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,785 | $157,296+28.9% | $141,191+43.6% | $152,897+32.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.43% | 64.34%-38.9pp | 71.41%-46.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $17,345 | $5,262+229.6% | $4,736+266.2% | $4,764+264.1% |
| Participant deferral / active EE | $12,760 | $7,111+79.4% | $6,710+90.2% | $5,851+118.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |