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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,289 | $150,445+12.5% | $136,297+24.2% | $147,585+14.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.69% | 1049.14%-1035.4pp | 5156.16%-5142.5pp | 578.57%-564.9pp |
| Employer contribution / active EE | $8,667 | $5,256+64.9% | $4,696+84.6% | $4,876+77.7% |
| Participant deferral / active EE | $16,242 | $6,631+145.0% | $6,247+160.0% | $5,439+198.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |