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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,052 | $198,457-33.5% | $170,435-22.5% | $147,586-10.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.07% | 257.30%-238.2pp | 205.94%-186.9pp | 578.59%-559.5pp |
| Employer contribution / active EE | $15,239 | $6,183+146.5% | $5,432+180.5% | $4,876+212.5% |
| Participant deferral / active EE | $9,083 | $5,629+61.4% | $4,939+83.9% | $5,439+67.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |