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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,133 | $150,445+15.7% | $136,297+27.8% | $147,585+18.0% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 15.29% | 1049.14%-1033.8pp | 5156.16%-5140.9pp | 578.57%-563.3pp |
| Employer contribution / active EE | $6,549 | $5,256+24.6% | $4,696+39.5% | $4,876+34.3% |
| Participant deferral / active EE | $14,069 | $6,631+112.2% | $6,247+125.2% | $5,439+158.7% |
| Admin fee / account holder | $57 | $10,906-99.5% | $9,244-99.4% | $10,885-99.5% |