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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,975 | $202,342-21.4% | $172,753-8.0% | $152,909+4.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.98% | 1029.88%-1015.9pp | 803.00%-789.0pp | 345.46%-331.5pp |
| Employer contribution / active EE | $8,376 | $5,857+43.0% | $5,144+62.8% | $4,764+75.8% |
| Participant deferral / active EE | $9,947 | $5,948+67.2% | $5,198+91.4% | $5,851+70.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |