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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,360 | $175,231-2.2% | $149,696+14.5% | $139,466+22.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 77.91% | 166.77%-88.9pp | 134.46%-56.5pp | 373.66%-295.8pp |
| Employer contribution / active EE | $8,374 | $5,478+52.9% | $4,821+73.7% | $4,754+76.1% |
| Participant deferral / active EE | $8,686 | $6,521+33.2% | $5,682+52.9% | $6,712+29.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |