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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,821 | $159,978+56.2% | $147,041+69.9% | $145,978+71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.54% | 98.36%-86.8pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $12,601 | $5,288+138.3% | $4,935+155.3% | $4,662+170.3% |
| Participant deferral / active EE | $27,523 | $8,429+226.5% | $8,071+241.0% | $6,690+311.4% |
| Admin fee / account holder | $156 | $15,053-99.0% | $13,006-98.8% | $13,400-98.8% |