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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,011 | $202,440-32.3% | $169,390-19.1% | $139,466-1.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $7,000 | $4,693+49.2% | $4,013+74.5% | $4,754+47.2% |
| Participant deferral / active EE | $30,000 | $6,940+332.3% | $6,222+382.1% | $6,712+347.0% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |