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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,950 | $97,729+135.3% | $83,830+174.3% | $135,379+69.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.40% | 1287.52%-1277.1pp | 850.97%-840.6pp | 519.79%-509.4pp |
| Employer contribution / active EE | $15,433 | $4,222+265.6% | $3,631+325.0% | $4,779+222.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |