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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,371 | $88,815+33.3% | $81,882+44.6% | $145,897-18.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.15% | 1033.75%-1010.6pp | 779.47%-756.3pp | 552.29%-529.1pp |
| Employer contribution / active EE | $3,270 | $3,086+6.0% | $2,916+12.1% | $4,663-29.9% |
| Participant deferral / active EE | $11,822 | $4,647+154.4% | $4,323+173.5% | $6,689+76.7% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |