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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,447 | $217,432-14.7% | $185,849-0.2% | $167,536+10.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 66.52% | 148.42%-81.9pp | 122.10%-55.6pp | 478.82%-412.3pp |
| Employer contribution / active EE | $2,319 | $5,875-60.5% | $5,169-55.1% | $4,839-52.1% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |