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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,518 | $72,071+76.9% | $68,368+86.5% | $137,256-7.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.21% | 353.14%-331.9pp | 292.57%-271.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $15,000 | $2,788+438.0% | $2,649+466.3% | $4,156+260.9% |
| Participant deferral / active EE | $7,500 | $4,410+70.1% | $4,123+81.9% | $6,407+17.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |