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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,135 | $106,164+40.5% | $147,041+1.4% | $77,692+92.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 16.60% | 56.81%-40.2pp | 419.21%-402.6pp | 31.25%-14.6pp |
| Employer contribution / active EE | $12,622 | $4,066+210.4% | $4,935+155.8% | $2,726+363.0% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $338-99.8% | $13,006-100.0% | $431-99.9% |