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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,679 | $160,040+56.0% | $147,096+69.7% | $145,877+71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.74% | 98.49%-81.8pp | 419.75%-403.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $10,900 | $5,289+106.1% | $4,936+120.8% | $4,663+133.8% |
| Participant deferral / active EE | $10,177 | $8,429+20.7% | $8,071+26.1% | $6,691+52.1% |
| Admin fee / account holder | $169 | $15,050-98.9% | $13,005-98.7% | $13,402-98.7% |