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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,749 | $160,070+35.4% | $147,117+47.3% | $145,897+48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.34% | 98.69%-77.3pp | 420.54%-399.2pp | 552.29%-530.9pp |
| Employer contribution / active EE | $20,231 | $5,285+282.8% | $4,932+310.2% | $4,663+333.9% |
| Participant deferral / active EE | $14,880 | $8,419+76.7% | $8,065+84.5% | $6,689+122.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |