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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,107 | $176,105-27.3% | $159,474-19.7% | $167,536-23.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1204.88% | 331.91%+873.0pp | 263.68%+941.2pp | 478.82%+726.1pp |
| Employer contribution / active EE | $20,082 | $5,299+279.0% | $4,831+315.7% | $4,839+315.0% |
| Participant deferral / active EE | $16,675 | $7,751+115.1% | $7,353+126.8% | $6,342+162.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |