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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,408 | $88,778+144.9% | $81,844+165.6% | $145,884+49.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.70% | 1033.03%-1021.3pp | 778.87%-767.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $15,823 | $3,087+412.6% | $2,916+442.6% | $4,662+239.4% |
| Participant deferral / active EE | $15,363 | $4,648+230.5% | $4,323+255.3% | $6,690+129.7% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |