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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,417 | $88,754+136.0% | $81,820+155.9% | $145,877+43.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.15% | 1031.77%-1015.6pp | 777.93%-761.8pp | 551.28%-535.1pp |
| Employer contribution / active EE | $5,455 | $3,085+76.8% | $2,915+87.1% | $4,663+17.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $182 | $8,424-97.8% | $7,391-97.5% | $13,402-98.6% |