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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,813 | $73,421+34.6% | $66,439+48.7% | $155,188-36.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 10.00% | 1382.37%-1372.4pp | 757.66%-747.7pp | 148.84%-138.8pp |
| Employer contribution / active EE | $8,311 | $3,039+173.5% | $2,637+215.2% | $4,248+95.6% |
| Participant deferral / active EE | $7,404 | $4,680+58.2% | $3,876+91.0% | $6,531+13.4% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |