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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,571 | $169,336-22.9% | $129,384+0.9% | $145,884-10.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.44% | 14408.70%-14398.3pp | 9461.77%-9451.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $8,354 | $5,540+50.8% | $4,153+101.1% | $4,662+79.2% |
| Participant deferral / active EE | $28,000 | $4,985+461.7% | $4,166+572.2% | $6,690+318.6% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |