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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,911 | $202,342-22.9% | $172,752-9.7% | $152,897+2.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.33% | 1029.83%-1007.5pp | 802.97%-780.6pp | 345.43%-323.1pp |
| Employer contribution / active EE | $2,366 | $5,858-59.6% | $5,144-54.0% | $4,764-50.3% |
| Participant deferral / active EE | $8,627 | $5,948+45.0% | $5,198+66.0% | $5,851+47.4% |
| Admin fee / account holder | $121 | $17,111-99.3% | $13,955-99.1% | $11,599-99.0% |