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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,267 | $99,011+84.1% | $86,582+110.5% | $147,586+23.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.90% | 1312.75%-1298.8pp | 965.08%-951.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $12,171 | $3,132+288.6% | $2,839+328.6% | $4,876+149.6% |
| Participant deferral / active EE | $16,800 | $3,972+322.9% | $3,609+365.6% | $5,439+208.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |