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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,519 | $100,938+26.3% | $90,461+41.0% | $158,982-19.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.26% | 1727.20%-1711.9pp | 1294.76%-1279.5pp | 302.99%-287.7pp |
| Employer contribution / active EE | $11,239 | $3,691+204.5% | $3,264+244.3% | $4,763+136.0% |
| Participant deferral / active EE | $10,755 | $4,350+147.3% | $3,964+171.3% | $5,983+79.8% |
| Admin fee / account holder | $23 | $6,510-99.6% | $5,617-99.6% | $11,252-99.8% |