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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,375 | $100,938+63.8% | $90,461+82.8% | $158,982+4.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 19.98% | 1727.20%-1707.2pp | 1294.76%-1274.8pp | 302.99%-283.0pp |
| Employer contribution / active EE | $11,195 | $3,691+203.3% | $3,264+243.0% | $4,763+135.0% |
| Participant deferral / active EE | $12,892 | $4,350+196.4% | $3,964+225.2% | $5,983+115.5% |
| Admin fee / account holder | $6 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |