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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,058 | $183,978-10.8% | $162,171+1.2% | $152,885+7.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 29.03% | 150.78%-121.7pp | 115.60%-86.6pp | 345.39%-316.4pp |
| Employer contribution / active EE | $15,737 | $6,370+147.1% | $5,613+180.4% | $4,763+230.4% |
| Participant deferral / active EE | $11,761 | $8,033+46.4% | $7,297+61.2% | $5,851+101.0% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |