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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,653 | $124,175+75.3% | $108,405+100.8% | $167,553+29.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.54% | 1380.13%-1354.6pp | 905.55%-880.0pp | 478.89%-453.3pp |
| Employer contribution / active EE | $13,610 | $4,188+225.0% | $3,559+282.4% | $4,840+181.2% |
| Participant deferral / active EE | $6,027 | $6,908-12.8% | $6,563-8.2% | $6,343-5.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |