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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,873 | $171,867-27.3% | $149,721-16.6% | $147,586-15.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.32% | 2113.36%-2099.0pp | 1501.67%-1487.3pp | 578.59%-564.3pp |
| Employer contribution / active EE | $8,704 | $6,275+38.7% | $5,444+59.9% | $4,876+78.5% |
| Participant deferral / active EE | $13,407 | $7,270+84.4% | $6,568+104.1% | $5,439+146.5% |
| Admin fee / account holder | $199 | $13,799-98.6% | $11,282-98.2% | $10,886-98.2% |