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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,321 | $171,867-78.9% | $149,721-75.7% | $147,586-75.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.39% | 2113.36%-2091.0pp | 1501.67%-1479.3pp | 578.59%-556.2pp |
| Employer contribution / active EE | $16,120 | $6,275+156.9% | $5,444+196.1% | $4,876+230.6% |
| Participant deferral / active EE | $6,000 | $7,270-17.5% | $6,568-8.7% | $5,439+10.3% |
| Admin fee / account holder | $284 | $13,799-97.9% | $11,282-97.5% | $10,886-97.4% |