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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,274 | $226,105-7.4% | $182,540+14.6% | $152,897+36.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.06% | 192.58%-174.5pp | 148.58%-130.5pp | 345.43%-327.4pp |
| Employer contribution / active EE | $9,000 | $4,978+80.8% | $4,076+120.8% | $4,764+88.9% |
| Participant deferral / active EE | $16,667 | $6,370+161.7% | $5,525+201.6% | $5,851+184.8% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |