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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,523 | $150,447-61.8% | $136,298-57.8% | $147,586-61.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.28% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $5,436 | $5,256+3.4% | $4,696+15.8% | $4,876+11.5% |
| Participant deferral / active EE | $6,227 | $6,631-6.1% | $6,247-0.3% | $5,439+14.5% |
| Admin fee / account holder | $100 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |