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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,688 | $184,000+11.2% | $162,185+26.2% | $152,909+33.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 51.28% | 150.80%-99.5pp | 115.61%-64.3pp | 345.46%-294.2pp |
| Employer contribution / active EE | $18,900 | $6,370+196.7% | $5,613+236.7% | $4,764+296.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |