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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,263 | $209,405-9.1% | $178,486+6.6% | $158,931+19.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.76% | 188.77%-173.0pp | 151.08%-135.3pp | 302.86%-287.1pp |
| Employer contribution / active EE | $2,539 | $5,707-55.5% | $5,011-49.3% | $4,761-46.7% |
| Participant deferral / active EE | $6,012 | $5,954+1.0% | $5,202+15.6% | $5,982+0.5% |
| Admin fee / account holder | $28 | $17,076-99.8% | $13,985-99.8% | $11,247-99.8% |