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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,486 | $209,874-3.0% | $189,537+7.4% | $167,536+21.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.76% | 748.61%-733.9pp | 555.34%-540.6pp | 478.82%-464.1pp |
| Employer contribution / active EE | $14,845 | $6,913+114.7% | $6,161+141.0% | $4,839+206.8% |
| Participant deferral / active EE | $16,175 | $8,934+81.1% | $8,220+96.8% | $6,342+155.0% |
| Admin fee / account holder | $92 | $14,299-99.4% | $12,048-99.2% | $12,315-99.3% |