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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,592 | $150,346-20.5% | $120,524-0.8% | $145,877-18.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.25% | 154.40%-140.1pp | 107.36%-93.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $16,461 | $4,353+278.2% | $3,469+374.5% | $4,663+253.0% |
| Participant deferral / active EE | $8,483 | $6,172+37.4% | $4,994+69.9% | $6,691+26.8% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |