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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,471 | $198,462-19.6% | $170,439-6.4% | $147,585+8.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.92% | 257.30%-246.4pp | 205.94%-195.0pp | 578.58%-567.7pp |
| Employer contribution / active EE | $12,540 | $6,184+102.8% | $5,433+130.8% | $4,876+157.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |