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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,715 | $184,000-64.8% | $162,185-60.1% | $152,909-57.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.27% | 150.80%-122.5pp | 115.61%-87.3pp | 345.46%-317.2pp |
| Employer contribution / active EE | $14,144 | $6,370+122.0% | $5,613+152.0% | $4,764+196.9% |
| Participant deferral / active EE | $12,925 | $8,033+60.9% | $7,297+77.1% | $5,851+120.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |