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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,417 | $202,342-46.4% | $172,753-37.2% | $152,909-29.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.94% | 1029.88%-1006.9pp | 803.00%-780.1pp | 345.46%-322.5pp |
| Employer contribution / active EE | $7,158 | $5,857+22.2% | $5,144+39.2% | $4,764+50.3% |
| Participant deferral / active EE | $6,137 | $5,948+3.2% | $5,198+18.1% | $5,851+4.9% |
| Admin fee / account holder | $56 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |