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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,723 | $160,070-37.7% | $147,117-32.2% | $145,897-31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.54% | 98.69%-80.1pp | 420.54%-402.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $26,854 | $5,285+408.2% | $4,932+444.4% | $4,663+475.9% |
| Participant deferral / active EE | $15,167 | $8,419+80.1% | $8,065+88.1% | $6,689+126.7% |
| Admin fee / account holder | $230 | $15,035-98.5% | $12,993-98.2% | $13,390-98.3% |