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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,617 | $88,702+95.7% | $81,780+112.3% | $145,978+18.9% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.31% | 1029.12%-1015.8pp | 776.27%-763.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $4,279 | $3,084+38.7% | $2,914+46.8% | $4,662-8.2% |
| Participant deferral / active EE | $7,190 | $4,645+54.8% | $4,321+66.4% | $6,690+7.5% |
| Admin fee / account holder | $41 | $8,414-99.5% | $7,384-99.4% | $13,400-99.7% |