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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,581 | $159,978+9.8% | $147,041+19.4% | $145,978+20.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.25% | 98.36%-87.1pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $2,836 | $5,288-46.4% | $4,935-42.5% | $4,662-39.2% |
| Participant deferral / active EE | $9,303 | $8,429+10.4% | $8,071+15.3% | $6,690+39.1% |
| Admin fee / account holder | $36 | $15,053-99.8% | $13,006-99.7% | $13,400-99.7% |