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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,132 | $99,011+54.7% | $86,582+76.9% | $147,586+3.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.62% | 1312.75%-1291.1pp | 965.08%-943.5pp | 578.59%-557.0pp |
| Employer contribution / active EE | $2,037 | $3,132-35.0% | $2,839-28.3% | $4,876-58.2% |
| Participant deferral / active EE | $3,277 | $3,972-17.5% | $3,609-9.2% | $5,439-39.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |