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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,529 | $109,872-1.2% | $98,483+10.2% | $167,536-35.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.41% | 1959.31%-1941.9pp | 1494.38%-1477.0pp | 478.82%-461.4pp |
| Employer contribution / active EE | $7,489 | $3,225+132.2% | $2,961+153.0% | $4,839+54.8% |
| Participant deferral / active EE | $8,704 | $4,673+86.3% | $4,276+103.5% | $6,342+37.2% |
| Admin fee / account holder | $119 | $6,757-98.2% | $5,953-98.0% | $12,315-99.0% |