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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,746 | $175,259-19.7% | $149,723-6.0% | $139,487+0.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.97% | 166.82%-147.9pp | 134.50%-115.5pp | 373.84%-354.9pp |
| Employer contribution / active EE | $2,146 | $5,478-60.8% | $4,821-55.5% | $4,755-54.9% |
| Participant deferral / active EE | $5,301 | $6,522-18.7% | $5,682-6.7% | $6,713-21.0% |
| Admin fee / account holder | $42 | $16,158-99.7% | $13,215-99.7% | $11,407-99.6% |