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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,794 | $217,432-13.2% | $185,851+1.6% | $167,553+12.7% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 13.76% | 148.43%-134.7pp | 122.11%-108.4pp | 478.89%-465.1pp |
| Employer contribution / active EE | $1,301 | $5,874-77.9% | $5,168-74.8% | $4,840-73.1% |
| Participant deferral / active EE | $6,633 | $6,357+4.3% | $5,569+19.1% | $6,343+4.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |