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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,334 | $100,895+35.1% | $90,430+50.8% | $158,950-14.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.95% | 1725.54%-1714.6pp | 1293.73%-1282.8pp | 302.91%-292.0pp |
| Employer contribution / active EE | $15,000 | $3,689+306.6% | $3,262+359.9% | $4,762+215.0% |
| Participant deferral / active EE | $9,750 | $4,347+124.3% | $3,963+146.0% | $5,983+63.0% |
| Admin fee / account holder | $10 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |