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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,593 | $201,259-17.7% | $184,200-10.1% | $145,959+13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 92.95% | 28.98%+64.0pp | 28.80%+64.1pp | 561.95%-469.0pp |
| Employer contribution / active EE | $50,473 | $7,018+619.2% | $6,424+685.7% | $4,661+982.9% |
| Participant deferral / active EE | $10,000 | $9,806+2.0% | $9,132+9.5% | $6,689+49.5% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |