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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,077 | $99,031+69.7% | $86,597+94.1% | $147,585+13.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.36% | 1312.56%-1297.2pp | 964.96%-949.6pp | 578.57%-563.2pp |
| Employer contribution / active EE | $6,622 | $3,132+111.4% | $2,840+133.2% | $4,876+35.8% |
| Participant deferral / active EE | $9,132 | $3,972+129.9% | $3,609+153.0% | $5,439+67.9% |
| Admin fee / account holder | $37 | $5,711-99.4% | $4,906-99.2% | $10,885-99.7% |