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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,989 | $159,978-21.9% | $147,041-15.0% | $145,978-14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.37% | 98.36%-77.0pp | 419.21%-397.8pp | 550.52%-529.1pp |
| Employer contribution / active EE | $6,907 | $5,288+30.6% | $4,935+40.0% | $4,662+48.2% |
| Participant deferral / active EE | $11,682 | $8,429+38.6% | $8,071+44.7% | $6,690+74.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |