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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,571 | $169,237-22.8% | $129,339+1.0% | $145,978-10.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.44% | 14364.43%-14354.0pp | 9437.05%-9426.6pp | 550.52%-540.1pp |
| Employer contribution / active EE | $8,354 | $5,540+50.8% | $4,154+101.1% | $4,662+79.2% |
| Participant deferral / active EE | $28,000 | $4,991+461.0% | $4,170+571.5% | $6,690+318.6% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |