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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,300 | $104,953+98.5% | $84,637+146.1% | $152,909+36.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 87.41% | 373.94%-286.5pp | 258.82%-171.4pp | 345.46%-258.1pp |
| Employer contribution / active EE | $14,085 | $3,304+326.4% | $2,653+430.9% | $4,764+195.7% |
| Participant deferral / active EE | $22,000 | $4,691+369.0% | $3,900+464.1% | $5,851+276.0% |
| Admin fee / account holder | $164 | $6,244-97.4% | $4,914-96.7% | $11,601-98.6% |