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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,395 | $160,040+32.7% | $147,096+44.4% | $145,877+45.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $8,874 | $5,289+67.8% | $4,936+79.8% | $4,663+90.3% |
| Participant deferral / active EE | $15,333 | $8,429+81.9% | $8,071+90.0% | $6,691+129.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |