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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,598 | $88,754+50.5% | $81,820+63.3% | $145,877-8.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.05% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $6,329 | $3,085+105.1% | $2,915+117.1% | $4,663+35.7% |
| Participant deferral / active EE | $8,586 | $4,648+84.7% | $4,323+98.6% | $6,691+28.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |