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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,439 | $198,462-60.5% | $170,439-54.0% | $147,585-46.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.97% | 257.30%-245.3pp | 205.94%-194.0pp | 578.58%-566.6pp |
| Employer contribution / active EE | $26,400 | $6,184+326.9% | $5,433+385.9% | $4,876+441.4% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |