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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,264 | $88,778+35.5% | $81,844+46.9% | $145,884-17.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.81% | 1033.03%-1019.2pp | 778.87%-765.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,924 | $3,087-5.3% | $2,916+0.3% | $4,662-37.3% |
| Participant deferral / active EE | $6,629 | $4,648+42.6% | $4,323+53.3% | $6,690-0.9% |
| Admin fee / account holder | $73 | $8,430-99.1% | $7,355-99.0% | $13,392-99.5% |