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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,815 | $202,342-29.4% | $172,752-17.3% | $152,897-6.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.50% | 1029.83%-1004.3pp | 802.97%-777.5pp | 345.43%-319.9pp |
| Employer contribution / active EE | $13,907 | $5,858+137.4% | $5,144+170.4% | $4,764+192.0% |
| Participant deferral / active EE | $9,452 | $5,948+58.9% | $5,198+81.8% | $5,851+61.5% |
| Admin fee / account holder | $49 | $17,111-99.7% | $13,955-99.6% | $11,599-99.6% |