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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,011 | $209,422-63.7% | $178,503-57.4% | $158,982-52.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.83% | 188.81%-160.0pp | 151.12%-122.3pp | 302.99%-274.2pp |
| Employer contribution / active EE | $11,816 | $5,707+107.0% | $5,011+135.8% | $4,763+148.1% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |