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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,056 | $156,927-4.4% | $121,169+23.8% | $139,456+7.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.92% | 1475.85%-1456.9pp | 986.71%-967.8pp | 373.45%-354.5pp |
| Employer contribution / active EE | $12,851 | $5,542+131.9% | $4,168+208.3% | $4,753+170.4% |
| Participant deferral / active EE | $12,094 | $4,848+149.4% | $4,083+196.2% | $6,711+80.2% |
| Admin fee / account holder | $42 | $6,946-99.4% | $5,645-99.3% | $11,407-99.6% |