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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,492 | $226,135-69.7% | $182,558-62.5% | $152,909-55.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.17% | 192.60%-167.4pp | 148.59%-123.4pp | 345.46%-320.3pp |
| Employer contribution / active EE | $16,250 | $4,979+226.4% | $4,076+298.7% | $4,764+241.1% |
| Participant deferral / active EE | $25,000 | $6,371+292.4% | $5,526+352.4% | $5,851+327.3% |
| Admin fee / account holder | $15 | $10,707-99.9% | $8,594-99.8% | $11,601-99.9% |