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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,842 | $162,529+24.2% | $130,788+54.3% | $154,746+30.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.27% | 510.48%-490.2pp | 386.44%-366.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $7,292 | $4,447+64.0% | $3,558+104.9% | $4,379+66.5% |
| Participant deferral / active EE | $23,500 | $4,808+388.7% | $4,137+468.0% | $6,730+249.2% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |