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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,966 | $176,120-35.9% | $159,487-29.2% | $167,553-32.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1532.92% | 331.95%+1201.0pp | 263.71%+1269.2pp | 478.89%+1054.0pp |
| Employer contribution / active EE | $3,695 | $5,299-30.3% | $4,831-23.5% | $4,840-23.6% |
| Participant deferral / active EE | $9,064 | $7,752+16.9% | $7,354+23.3% | $6,343+42.9% |
| Admin fee / account holder | $67 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |