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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,900 | $202,342-6.6% | $172,752+9.3% | $152,897+23.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.85% | 1029.83%-1008.0pp | 802.97%-781.1pp | 345.43%-323.6pp |
| Employer contribution / active EE | $4,220 | $5,858-28.0% | $5,144-18.0% | $4,764-11.4% |
| Participant deferral / active EE | $5,413 | $5,948-9.0% | $5,198+4.1% | $5,851-7.5% |
| Admin fee / account holder | $53 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |