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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,577 | $96,678+73.3% | $86,640+93.4% | $139,466+20.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.50% | 106.69%-89.2pp | 592.52%-575.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $11,293 | $3,265+245.8% | $3,024+273.4% | $4,754+137.6% |
| Participant deferral / active EE | $12,537 | $4,837+159.2% | $4,438+182.5% | $6,712+86.8% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |