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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,344 | $202,345+6.9% | $172,755+25.2% | $152,885+41.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.49% | 1029.77%-1015.3pp | 802.94%-788.4pp | 345.39%-330.9pp |
| Employer contribution / active EE | $4,781 | $5,858-18.4% | $5,144-7.1% | $4,763+0.4% |
| Participant deferral / active EE | $3,708 | $5,948-37.7% | $5,198-28.7% | $5,851-36.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |