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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,941 | $124,187+33.6% | $108,410+53.1% | $167,518-0.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.32% | 1379.80%-1358.5pp | 905.34%-884.0pp | 478.71%-457.4pp |
| Employer contribution / active EE | $5,862 | $4,187+40.0% | $3,558+64.7% | $4,838+21.1% |
| Participant deferral / active EE | $13,315 | $6,908+92.8% | $6,562+102.9% | $6,342+110.0% |
| Admin fee / account holder | $79 | $9,456-99.2% | $7,296-98.9% | $12,312-99.4% |