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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,176 | $96,361+65.2% | $80,607+97.5% | $139,456+14.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.34% | 1350.95%-1333.6pp | 936.11%-918.8pp | 373.45%-356.1pp |
| Employer contribution / active EE | $12,896 | $3,262+295.3% | $2,724+373.4% | $4,753+171.3% |
| Participant deferral / active EE | $12,464 | $5,232+138.2% | $4,448+180.2% | $6,711+85.7% |
| Admin fee / account holder | $277 | $6,601-95.8% | $5,379-94.9% | $11,407-97.6% |