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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,812 | $175,259+0.9% | $149,723+18.1% | $139,487+26.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.36% | 166.82%-150.5pp | 134.50%-118.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $4,617 | $5,478-15.7% | $4,821-4.2% | $4,755-2.9% |
| Participant deferral / active EE | $5,000 | $6,522-23.3% | $5,682-12.0% | $6,713-25.5% |
| Admin fee / account holder | $172 | $16,158-98.9% | $13,215-98.7% | $11,407-98.5% |