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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,243 | $88,710+49.1% | $81,783+61.7% | $145,959-9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1027.26%-1015.1pp | 775.05%-762.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $36,475 | $3,083+1083.0% | $2,913+1152.3% | $4,661+682.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $269 | $8,407-96.8% | $7,380-96.4% | $13,398-98.0% |