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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,792 | $90,617+54.3% | $79,476+75.9% | $135,382+3.3% |
| Participation rate | 83.3% | 76.1%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 3.36% | 977.57%-974.2pp | 718.21%-714.9pp | 519.77%-516.4pp |
| Employer contribution / active EE | $3,239 | $3,068+5.6% | $2,800+15.7% | $4,779-32.2% |
| Participant deferral / active EE | $5,373 | $4,050+32.6% | $3,704+45.1% | $5,609-4.2% |
| Admin fee / account holder | $46 | $5,907-99.2% | $5,113-99.1% | $10,829-99.6% |