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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,697 | $209,874-71.1% | $189,537-68.0% | $167,536-63.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.50% | 748.61%-727.1pp | 555.34%-533.8pp | 478.82%-457.3pp |
| Employer contribution / active EE | $11,583 | $6,913+67.5% | $6,161+88.0% | $4,839+139.4% |
| Participant deferral / active EE | $11,534 | $8,934+29.1% | $8,220+40.3% | $6,342+81.9% |
| Admin fee / account holder | $188 | $14,299-98.7% | $12,048-98.4% | $12,315-98.5% |