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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,876 | $159,978-3.8% | $147,041+4.6% | $145,978+5.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 52.82% | 98.36%-45.5pp | 419.21%-366.4pp | 550.52%-497.7pp |
| Employer contribution / active EE | $1,560 | $5,288-70.5% | $4,935-68.4% | $4,662-66.5% |
| Participant deferral / active EE | $5,985 | $8,429-29.0% | $8,071-25.9% | $6,690-10.5% |
| Admin fee / account holder | $219 | $15,053-98.5% | $13,006-98.3% | $13,400-98.4% |