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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,086 | $185,312+3.7% | $161,489+18.9% | $154,746+24.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 235.70% | 103.84%+131.9pp | 89.72%+146.0pp | 172.34%+63.4pp |
| Employer contribution / active EE | $13,750 | $4,769+188.3% | $4,268+222.1% | $4,379+214.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |