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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,065 | $121,677+86.6% | $104,625+117.0% | $158,966+42.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.74% | 465.58%-451.8pp | 340.60%-326.9pp | 302.95%-289.2pp |
| Employer contribution / active EE | $11,093 | $3,165+250.5% | $2,681+313.7% | $4,762+132.9% |
| Participant deferral / active EE | $6,175 | $4,175+47.9% | $3,738+65.2% | $5,983+3.2% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |