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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,807 | $144,124-41.9% | $117,857-28.9% | $147,585-43.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.70% | 531.17%-515.5pp | 335.09%-319.4pp | 578.56%-562.9pp |
| Employer contribution / active EE | $7,992 | $4,897+63.2% | $3,786+111.1% | $4,876+63.9% |
| Participant deferral / active EE | $5,882 | $5,316+10.6% | $4,482+31.2% | $5,439+8.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |