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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,181 | $209,422-37.4% | $178,503-26.5% | $158,982-17.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.04% | 188.81%-172.8pp | 151.12%-135.1pp | 302.99%-286.9pp |
| Employer contribution / active EE | $12,027 | $5,707+110.7% | $5,011+140.0% | $4,763+152.5% |
| Participant deferral / active EE | $6,023 | $5,955+1.1% | $5,202+15.8% | $5,983+0.7% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |