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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,241 | $159,978+38.3% | $147,041+50.5% | $145,978+51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.08% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $10,000 | $5,288+89.1% | $4,935+102.6% | $4,662+114.5% |
| Participant deferral / active EE | $12,250 | $8,429+45.3% | $8,071+51.8% | $6,690+83.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |