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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,426 | $88,702+144.0% | $81,780+164.6% | $145,978+48.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.27% | 1029.12%-1017.9pp | 776.27%-765.0pp | 550.52%-539.2pp |
| Employer contribution / active EE | $22,500 | $3,084+629.5% | $2,914+672.2% | $4,662+382.6% |
| Participant deferral / active EE | $28,050 | $4,645+503.9% | $4,321+549.2% | $6,690+319.3% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |