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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,842 | $183,968-62.6% | $162,166-57.5% | $152,870-55.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.26% | 150.77%-130.5pp | 115.59%-95.3pp | 345.34%-325.1pp |
| Employer contribution / active EE | $15,026 | $6,371+135.9% | $5,614+167.7% | $4,763+215.5% |
| Participant deferral / active EE | $9,896 | $8,034+23.2% | $7,298+35.6% | $5,850+69.1% |
| Admin fee / account holder | $141 | $13,121-98.9% | $10,842-98.7% | $11,597-98.8% |