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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,708 | $104,953+51.2% | $84,637+87.5% | $152,909+3.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.37% | 373.94%-356.6pp | 258.82%-241.5pp | 345.46%-328.1pp |
| Employer contribution / active EE | $37,000 | $3,304+1020.0% | $2,653+1294.5% | $4,764+676.7% |
| Participant deferral / active EE | $19,000 | $4,691+305.1% | $3,900+387.1% | $5,851+224.7% |
| Admin fee / account holder | $20 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |