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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,980 | $88,710+62.3% | $81,783+76.0% | $145,959-1.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.06% | 1027.26%-1004.2pp | 775.05%-752.0pp | 561.95%-538.9pp |
| Employer contribution / active EE | $10,492 | $3,083+240.3% | $2,913+260.2% | $4,661+125.1% |
| Participant deferral / active EE | $17,938 | $4,645+286.2% | $4,320+315.2% | $6,689+168.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |