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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,307 | $160,028+28.3% | $147,080+39.6% | $145,884+40.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.86% | 98.60%-83.7pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $15,442 | $5,286+192.1% | $4,933+213.0% | $4,662+231.2% |
| Participant deferral / active EE | $11,127 | $8,422+32.1% | $8,066+37.9% | $6,690+66.3% |
| Admin fee / account holder | $17 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |