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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,329 | $202,460+14.3% | $169,385+36.6% | $139,456+65.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.75% | 532.07%-508.3pp | 405.82%-382.1pp | 373.45%-349.7pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,391 | $6,938-79.9% | $6,221-77.6% | $6,711-79.3% |
| Admin fee / account holder | $128 | $10,719-98.8% | $9,011-98.6% | $11,407-98.9% |