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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,131 | $171,867-24.3% | $149,721-13.1% | $147,586-11.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.65% | 2113.36%-2098.7pp | 1501.67%-1487.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $14,407 | $6,275+129.6% | $5,444+164.6% | $4,876+195.4% |
| Participant deferral / active EE | $12,288 | $7,270+69.0% | $6,568+87.1% | $5,439+125.9% |
| Admin fee / account holder | $189 | $13,799-98.6% | $11,282-98.3% | $10,886-98.3% |