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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,790 | $144,130-39.8% | $117,861-26.4% | $147,586-41.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.47% | 531.20%-506.7pp | 335.11%-310.6pp | 578.59%-554.1pp |
| Employer contribution / active EE | $28,112 | $4,897+474.1% | $3,786+642.5% | $4,876+476.5% |
| Participant deferral / active EE | $8,907 | $5,316+67.5% | $4,482+98.7% | $5,439+63.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |