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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,670 | $96,388+3.4% | $80,627+23.6% | $139,466-28.5% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 16.22% | 1352.08%-1335.9pp | 936.76%-920.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,736 | $5,224-9.4% | $4,443+6.6% | $6,712-29.4% |
| Admin fee / account holder | $188 | $6,603-97.2% | $5,381-96.5% | $11,409-98.4% |