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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,175 | $156,963-54.7% | $121,204-41.3% | $139,466-49.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 22.35% | 1476.75%-1454.4pp | 987.18%-964.8pp | 373.66%-351.3pp |
| Employer contribution / active EE | $5,572 | $5,544+0.5% | $4,170+33.6% | $4,754+17.2% |
| Participant deferral / active EE | $13,224 | $4,848+172.8% | $4,083+223.9% | $6,712+97.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |