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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,202 | $88,815+129.9% | $81,882+149.4% | $145,897+40.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.33% | 1033.75%-1005.4pp | 779.47%-751.1pp | 552.29%-524.0pp |
| Employer contribution / active EE | $3,499 | $3,086+13.4% | $2,916+20.0% | $4,663-25.0% |
| Participant deferral / active EE | $9,195 | $4,647+97.9% | $4,323+112.7% | $6,689+37.5% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |