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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,781 | $202,345-47.2% | $172,755-38.2% | $152,885-30.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.48% | 1029.77%-1004.3pp | 802.94%-777.5pp | 345.39%-319.9pp |
| Employer contribution / active EE | $15,000 | $5,858+156.1% | $5,144+191.6% | $4,763+214.9% |
| Participant deferral / active EE | $9,800 | $5,948+64.8% | $5,198+88.5% | $5,851+67.5% |
| Admin fee / account holder | $207 | $17,111-98.8% | $13,955-98.5% | $11,598-98.2% |