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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,014 | $202,345-42.7% | $172,755-32.8% | $152,885-24.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.94% | 1029.77%-1011.8pp | 802.94%-785.0pp | 345.39%-327.5pp |
| Employer contribution / active EE | $10,654 | $5,858+81.9% | $5,144+107.1% | $4,763+123.7% |
| Participant deferral / active EE | $6,548 | $5,948+10.1% | $5,198+26.0% | $5,851+11.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |