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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,131 | $202,342-34.2% | $172,753-22.9% | $152,909-12.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.10% | 1029.88%-1009.8pp | 803.00%-782.9pp | 345.46%-325.4pp |
| Employer contribution / active EE | $10,150 | $5,857+73.3% | $5,144+97.3% | $4,764+113.1% |
| Participant deferral / active EE | $5,976 | $5,948+0.5% | $5,198+15.0% | $5,851+2.1% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |