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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,777 | $68,097+48.0% | $62,929+60.1% | $137,256-26.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.98% | 1859.11%-1839.1pp | 1063.93%-1044.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,258 | $2,811+51.5% | $2,505+70.0% | $4,156+2.4% |
| Participant deferral / active EE | $8,927 | $4,553+96.1% | $3,888+129.6% | $6,407+39.3% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |