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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,063 | $96,388+53.6% | $80,627+83.6% | $139,466+6.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.36% | 1352.08%-1331.7pp | 936.76%-916.4pp | 373.66%-353.3pp |
| Employer contribution / active EE | $6,147 | $3,260+88.6% | $2,723+125.8% | $4,754+29.3% |
| Participant deferral / active EE | $11,020 | $5,224+110.9% | $4,443+148.0% | $6,712+64.2% |
| Admin fee / account holder | $248 | $6,603-96.2% | $5,381-95.4% | $11,409-97.8% |