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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,221 | $156,963-57.2% | $121,204-44.5% | $139,466-51.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 69.19% | 1476.75%-1407.6pp | 987.18%-918.0pp | 373.66%-304.5pp |
| Employer contribution / active EE | $5,624 | $5,544+1.4% | $4,170+34.9% | $4,754+18.3% |
| Participant deferral / active EE | $10,920 | $4,848+125.2% | $4,083+167.5% | $6,712+62.7% |
| Admin fee / account holder | $299 | $6,953-95.7% | $5,651-94.7% | $11,409-97.4% |