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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,374 | $202,342-33.1% | $172,753-21.6% | $152,909-11.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.04% | 1029.88%-1011.8pp | 803.00%-785.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $7,992 | $5,857+36.4% | $5,144+55.4% | $4,764+67.8% |
| Participant deferral / active EE | $9,560 | $5,948+60.7% | $5,198+83.9% | $5,851+63.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |