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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,963 | $150,447-62.8% | $136,298-58.9% | $147,586-62.1% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 33.16% | 1049.15%-1016.0pp | 5156.27%-5123.1pp | 578.59%-545.4pp |
| Employer contribution / active EE | $7,950 | $5,256+51.2% | $4,696+69.3% | $4,876+63.0% |
| Participant deferral / active EE | $10,548 | $6,631+59.1% | $6,247+68.8% | $5,439+93.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |