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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,134 | $167,030+28.8% | $135,768+58.5% | $155,188+38.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 6.16% | 678.39%-672.2pp | 526.10%-519.9pp | 148.84%-142.7pp |
| Employer contribution / active EE | $27,800 | $4,132+572.7% | $3,394+719.1% | $4,248+554.5% |
| Participant deferral / active EE | $15,250 | $4,528+236.8% | $3,977+283.4% | $6,531+133.5% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |