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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,004 | $138,076-29.0% | $123,553-20.7% | $135,380-27.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 370.65% | 153.70%+217.0pp | 119.21%+251.4pp | 519.81%-149.2pp |
| Employer contribution / active EE | $6,284 | $5,152+22.0% | $4,628+35.8% | $4,779+31.5% |
| Participant deferral / active EE | $8,767 | $6,800+28.9% | $6,426+36.4% | $5,609+56.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |