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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,384 | $88,778+161.8% | $81,844+183.9% | $145,884+59.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1033.03%-1019.8pp | 778.87%-765.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $6,221 | $3,087+101.5% | $2,916+113.3% | $4,662+33.4% |
| Participant deferral / active EE | $15,491 | $4,648+233.3% | $4,323+258.3% | $6,690+131.6% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |