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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,333 | $150,446+52.4% | $136,297+68.3% | $147,585+55.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.76% | 1049.14%-1029.4pp | 5156.19%-5136.4pp | 578.58%-558.8pp |
| Employer contribution / active EE | $7,500 | $5,256+42.7% | $4,696+59.7% | $4,876+53.8% |
| Participant deferral / active EE | $12,750 | $6,631+92.3% | $6,247+104.1% | $5,439+134.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |