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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,791 | $209,874-20.1% | $189,537-11.5% | $167,536+0.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.90% | 748.61%-728.7pp | 555.34%-535.4pp | 478.82%-458.9pp |
| Employer contribution / active EE | $4,033 | $6,913-41.7% | $6,161-34.5% | $4,839-16.7% |
| Participant deferral / active EE | $16,062 | $8,934+79.8% | $8,220+95.4% | $6,342+153.2% |
| Admin fee / account holder | $20 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |