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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,736 | $180,749-29.3% | $160,784-20.6% | $137,256-6.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.50% | 2234.46%-2216.0pp | 1803.92%-1785.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $11,952 | $4,155+187.6% | $3,733+220.2% | $4,156+187.6% |
| Participant deferral / active EE | $5,968 | $6,844-12.8% | $6,293-5.2% | $6,407-6.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |