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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,997 | $99,079+66.5% | $78,002+111.5% | $273,972-39.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.64% | 217.93%-210.3pp | 425.99%-418.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $5,461 | $3,308+65.1% | $2,470+121.1% | $4,869+12.2% |
| Participant deferral / active EE | $8,650 | $4,306+100.9% | $3,497+147.4% | $5,287+63.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |