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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,791 | $88,702-23.6% | $81,780-17.1% | $145,978-53.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.18% | 1029.12%-1012.9pp | 776.27%-760.1pp | 550.52%-534.3pp |
| Employer contribution / active EE | $8,348 | $3,084+170.6% | $2,914+186.5% | $4,662+79.1% |
| Participant deferral / active EE | $14,842 | $4,645+219.5% | $4,321+243.5% | $6,690+121.9% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |