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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,299 | $165,361-38.1% | $149,715-31.7% | $158,950-35.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 132.68% | 348.24%-215.6pp | 276.66%-144.0pp | 302.91%-170.2pp |
| Employer contribution / active EE | $25,897 | $5,103+407.4% | $4,645+457.6% | $4,762+443.8% |
| Participant deferral / active EE | $11,250 | $7,182+56.7% | $6,842+64.4% | $5,983+88.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |