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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,267 | $175,257+5.7% | $149,717+23.7% | $139,456+32.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.78% | 166.70%-136.9pp | 134.41%-104.6pp | 373.45%-343.7pp |
| Employer contribution / active EE | $8,609 | $5,477+57.2% | $4,820+78.6% | $4,753+81.1% |
| Participant deferral / active EE | $5,722 | $6,521-12.3% | $5,682+0.7% | $6,711-14.7% |
| Admin fee / account holder | $265 | $16,156-98.4% | $13,213-98.0% | $11,407-97.7% |