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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,586 | $183,978-24.7% | $162,171-14.5% | $152,885-9.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.02% | 150.78%-126.8pp | 115.60%-91.6pp | 345.39%-321.4pp |
| Employer contribution / active EE | $4,037 | $6,370-36.6% | $5,613-28.1% | $4,763-15.2% |
| Participant deferral / active EE | $12,510 | $8,033+55.7% | $7,297+71.4% | $5,851+113.8% |
| Admin fee / account holder | $60 | $13,122-99.5% | $10,843-99.4% | $11,598-99.5% |