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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,568 | $202,326-26.1% | $172,745-13.4% | $152,870-2.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.77% | 1029.72%-1012.0pp | 802.90%-785.1pp | 345.34%-327.6pp |
| Employer contribution / active EE | $9,648 | $5,858+64.7% | $5,144+87.5% | $4,763+102.6% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,197+111.6% | $5,850+88.0% |
| Admin fee / account holder | $16 | $17,110-99.9% | $13,954-99.9% | $11,597-99.9% |