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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,773 | $144,130-32.9% | $117,861-17.9% | $147,586-34.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.83% | 531.20%-512.4pp | 335.11%-316.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $8,184 | $4,897+67.1% | $3,786+116.1% | $4,876+67.8% |
| Participant deferral / active EE | $13,267 | $5,316+149.5% | $4,482+196.0% | $5,439+143.9% |
| Admin fee / account holder | $100 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |