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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,138 | $202,342-32.2% | $172,753-20.6% | $152,909-10.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.24% | 1029.88%-999.6pp | 803.00%-772.8pp | 345.46%-315.2pp |
| Employer contribution / active EE | $1,742 | $5,857-70.3% | $5,144-66.1% | $4,764-63.4% |
| Participant deferral / active EE | $14,667 | $5,948+146.6% | $5,198+182.2% | $5,851+150.7% |
| Admin fee / account holder | $111 | $17,112-99.4% | $13,956-99.2% | $11,601-99.0% |