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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,088 | $171,865-13.3% | $149,718-0.4% | $147,585+1.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.36% | 2113.29%-2096.9pp | 1501.67%-1485.3pp | 578.56%-562.2pp |
| Employer contribution / active EE | $8,293 | $6,275+32.2% | $5,445+52.3% | $4,876+70.1% |
| Participant deferral / active EE | $18,750 | $7,270+157.9% | $6,569+185.5% | $5,439+244.8% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,283-99.6% | $10,885-99.5% |