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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,259 | $209,422+7.6% | $178,503+26.2% | $158,982+41.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.99% | 188.81%-153.8pp | 151.12%-116.1pp | 302.99%-268.0pp |
| Employer contribution / active EE | $1,320 | $5,707-76.9% | $5,011-73.7% | $4,763-72.3% |
| Participant deferral / active EE | $7,429 | $5,955+24.7% | $5,202+42.8% | $5,983+24.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |