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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,292 | $202,342-37.6% | $172,753-26.9% | $152,909-17.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.89% | 1029.88%-1012.0pp | 803.00%-785.1pp | 345.46%-327.6pp |
| Employer contribution / active EE | $6,540 | $5,857+11.7% | $5,144+27.1% | $4,764+37.3% |
| Participant deferral / active EE | $4,944 | $5,948-16.9% | $5,198-4.9% | $5,851-15.5% |
| Admin fee / account holder | $60 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |