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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,970 | $150,446-59.5% | $136,297-55.3% | $147,585-58.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 25.92% | 1049.14%-1023.2pp | 5156.19%-5130.3pp | 578.58%-552.7pp |
| Employer contribution / active EE | $5,891 | $5,256+12.1% | $4,696+25.5% | $4,876+20.8% |
| Participant deferral / active EE | $13,444 | $6,631+102.8% | $6,247+115.2% | $5,439+147.2% |
| Admin fee / account holder | $65 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |