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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,110 | $88,778+83.7% | $81,844+99.3% | $145,884+11.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.88% | 1033.03%-1021.2pp | 778.87%-767.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $3,709 | $3,087+20.1% | $2,916+27.2% | $4,662-20.5% |
| Participant deferral / active EE | $10,506 | $4,648+126.0% | $4,323+143.0% | $6,690+57.1% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |