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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,447 | $106,008+16.5% | $92,240+33.8% | $147,586-16.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.71% | 50.05%-29.3pp | 176.29%-155.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $21,975 | $4,333+407.1% | $3,680+497.2% | $4,876+350.6% |
| Participant deferral / active EE | $11,585 | $4,478+158.7% | $3,897+197.3% | $5,439+113.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |