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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,721 | $209,428-50.0% | $178,498-41.3% | $158,950-34.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.61% | 188.78%-171.2pp | 151.09%-133.5pp | 302.91%-285.3pp |
| Employer contribution / active EE | $4,161 | $5,707-27.1% | $5,011-17.0% | $4,762-12.6% |
| Participant deferral / active EE | $8,455 | $5,955+42.0% | $5,202+62.5% | $5,983+41.3% |
| Admin fee / account holder | $18 | $17,077-99.9% | $13,985-99.9% | $11,248-99.8% |