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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,376 | $165,361-58.0% | $149,715-53.7% | $158,950-56.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.87% | 348.24%-331.4pp | 276.66%-259.8pp | 302.91%-286.0pp |
| Employer contribution / active EE | $5,233 | $5,103+2.5% | $4,645+12.7% | $4,762+9.9% |
| Participant deferral / active EE | $9,368 | $7,182+30.4% | $6,842+36.9% | $5,983+56.6% |
| Admin fee / account holder | $97 | $10,808-99.1% | $9,310-99.0% | $11,248-99.1% |