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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,571 | $176,077-74.7% | $159,455-72.0% | $167,518-73.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.42% | 331.83%-296.4pp | 263.63%-228.2pp | 478.71%-443.3pp |
| Employer contribution / active EE | $10,782 | $5,298+103.5% | $4,830+123.2% | $4,838+122.8% |
| Participant deferral / active EE | $21,667 | $7,751+179.5% | $7,353+194.7% | $6,342+241.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |