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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,441 | $150,4420% | $136,295+10.4% | $147,585+1.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.95% | 1049.09%-1026.1pp | 5155.97%-5133.0pp | 578.56%-555.6pp |
| Employer contribution / active EE | $4,951 | $5,256-5.8% | $4,695+5.4% | $4,876+1.5% |
| Participant deferral / active EE | $7,312 | $6,630+10.3% | $6,247+17.1% | $5,439+34.5% |
| Admin fee / account holder | $100 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |