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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,929 | $202,342+17.1% | $172,752+37.1% | $152,897+55.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.02% | 1029.83%-1000.8pp | 802.97%-773.9pp | 345.43%-316.4pp |
| Employer contribution / active EE | $5,856 | $5,8580% | $5,144+13.8% | $4,764+22.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $240 | $17,111-98.6% | $13,955-98.3% | $11,599-97.9% |