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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,555 | $96,691+155.0% | $86,656+184.5% | $139,487+76.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.15% | 106.87%-87.7pp | 593.09%-573.9pp | 373.84%-354.7pp |
| Employer contribution / active EE | $21,539 | $3,267+559.3% | $3,025+611.9% | $4,755+353.0% |
| Participant deferral / active EE | $11,083 | $4,838+129.1% | $4,439+149.7% | $6,713+65.1% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |