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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,569 | $107,934+48.8% | $91,989+74.6% | $152,870+5.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.36% | 89.25%-65.9pp | 69.02%-45.7pp | 345.34%-322.0pp |
| Employer contribution / active EE | $16,505 | $4,210+292.1% | $3,452+378.1% | $4,763+246.5% |
| Participant deferral / active EE | $6,136 | $6,364-3.6% | $5,923+3.6% | $5,850+4.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,597-100.0% |