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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,687 | $160,070+44.1% | $147,117+56.8% | $145,897+58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $20,475 | $5,285+287.5% | $4,932+315.1% | $4,663+339.1% |
| Participant deferral / active EE | $12,875 | $8,419+52.9% | $8,065+59.6% | $6,689+92.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |