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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,766 | $150,346-14.4% | $120,524+6.8% | $145,877-11.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.92% | 154.40%-143.5pp | 107.36%-96.4pp | 551.28%-540.4pp |
| Employer contribution / active EE | $12,125 | $4,353+178.5% | $3,469+249.5% | $4,663+160.0% |
| Participant deferral / active EE | $30,500 | $6,172+394.1% | $4,994+510.8% | $6,691+355.9% |
| Admin fee / account holder | $20 | $12,215-99.8% | $9,440-99.8% | $13,402-99.9% |