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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,384 | $156,970+11.1% | $121,210+43.9% | $139,487+25.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.64% | 1477.10%-1461.5pp | 987.41%-971.8pp | 373.84%-358.2pp |
| Employer contribution / active EE | $6,241 | $5,546+12.5% | $4,171+49.6% | $4,755+31.3% |
| Participant deferral / active EE | $7,810 | $4,849+61.0% | $4,084+91.2% | $6,713+16.3% |
| Admin fee / account holder | $38 | $6,947-99.5% | $5,647-99.3% | $11,407-99.7% |