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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,889 | $202,345-61.0% | $172,755-54.3% | $152,885-48.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 34.85% | 1029.77%-994.9pp | 802.94%-768.1pp | 345.39%-310.5pp |
| Employer contribution / active EE | $9,444 | $5,858+61.2% | $5,144+83.6% | $4,763+98.3% |
| Participant deferral / active EE | $7,256 | $5,948+22.0% | $5,198+39.6% | $5,851+24.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |