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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,719 | $149,040+0.5% | $120,225+24.5% | $137,256+9.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.93% | 605.68%-592.8pp | 439.23%-426.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $22,000 | $4,350+405.7% | $3,475+533.0% | $4,156+429.4% |
| Participant deferral / active EE | $23,500 | $4,655+404.9% | $3,999+487.7% | $6,407+266.8% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |