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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,965 | $109,967+89.1% | $97,197+114.0% | $145,877+42.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.66% | 244.27%-231.6pp | 75.47%-62.8pp | 551.28%-538.6pp |
| Employer contribution / active EE | $9,844 | $3,077+219.9% | $2,723+261.5% | $4,663+111.1% |
| Participant deferral / active EE | $12,229 | $4,676+161.5% | $4,263+186.8% | $6,691+82.8% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |