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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,781 | $202,342-56.6% | $172,752-49.2% | $152,897-42.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.95% | 1029.83%-1007.9pp | 802.97%-781.0pp | 345.43%-323.5pp |
| Employer contribution / active EE | $9,286 | $5,858+58.5% | $5,144+80.5% | $4,764+94.9% |
| Participant deferral / active EE | $6,649 | $5,948+11.8% | $5,198+27.9% | $5,851+13.6% |
| Admin fee / account holder | $189 | $17,111-98.9% | $13,955-98.6% | $11,599-98.4% |