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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,371 | $72,071+115.6% | $68,368+127.3% | $137,256+13.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.89% | 353.14%-330.2pp | 292.57%-269.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $9,075 | $2,788+225.5% | $2,649+242.6% | $4,156+118.4% |
| Participant deferral / active EE | $18,150 | $4,410+311.6% | $4,123+340.2% | $6,407+183.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |