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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,466 | $171,867+42.2% | $149,721+63.3% | $147,586+65.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.33% | 2113.36%-2099.0pp | 1501.67%-1487.3pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,595 | $6,275-74.6% | $5,444-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $15,453 | $7,270+112.6% | $6,568+135.3% | $5,439+184.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |