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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,397 | $171,867+12.5% | $149,721+29.2% | $147,586+31.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.84% | 2113.36%-2095.5pp | 1501.67%-1483.8pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,400 | $6,275-61.8% | $5,444-55.9% | $4,876-50.8% |
| Participant deferral / active EE | $11,409 | $7,270+56.9% | $6,568+73.7% | $5,439+109.8% |
| Admin fee / account holder | $17 | $13,799-99.9% | $11,282-99.9% | $10,886-99.8% |