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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,698 | $96,678+44.5% | $86,640+61.2% | $139,466+0.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.41% | 106.69%-95.3pp | 592.52%-581.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $24,458 | $3,265+649.0% | $3,024+708.7% | $4,754+414.5% |
| Participant deferral / active EE | $12,260 | $4,837+153.5% | $4,438+176.2% | $6,712+82.7% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |