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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,274 | $88,702+17.6% | $81,780+27.5% | $145,978-28.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.22% | 1029.12%-1012.9pp | 776.27%-760.1pp | 550.52%-534.3pp |
| Employer contribution / active EE | $9,225 | $3,084+199.1% | $2,914+216.6% | $4,662+97.9% |
| Participant deferral / active EE | $18,450 | $4,645+297.2% | $4,321+327.0% | $6,690+175.8% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |