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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,099 | $150,442+54.9% | $136,295+71.0% | $147,585+57.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.78% | 1049.09%-1034.3pp | 5155.97%-5141.2pp | 578.56%-563.8pp |
| Employer contribution / active EE | $4,292 | $5,256-18.4% | $4,695-8.6% | $4,876-12.0% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $233 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |