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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,818 | $176,105+39.6% | $159,474+54.1% | $167,536+46.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.17% | 331.91%-311.7pp | 263.68%-243.5pp | 478.82%-458.6pp |
| Employer contribution / active EE | $22,156 | $5,299+318.1% | $4,831+358.6% | $4,839+357.8% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |