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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,158 | $226,105-80.0% | $182,540-75.3% | $152,897-70.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.07% | 192.58%-170.5pp | 148.58%-126.5pp | 345.43%-323.4pp |
| Employer contribution / active EE | $16,007 | $4,978+221.5% | $4,076+292.8% | $4,764+236.0% |
| Participant deferral / active EE | $9,424 | $6,370+48.0% | $5,525+70.6% | $5,851+61.1% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |