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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,775 | $88,815+84.4% | $81,882+100.0% | $145,897+12.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 17.27% | 1033.75%-1016.5pp | 779.47%-762.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $9,956 | $3,086+222.6% | $2,916+241.4% | $4,663+113.5% |
| Participant deferral / active EE | $12,450 | $4,647+167.9% | $4,323+188.0% | $6,689+86.1% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |