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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,850 | $180,749-21.0% | $160,784-11.2% | $137,256+4.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.68% | 2234.46%-2216.8pp | 1803.92%-1786.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,818 | $4,155-56.2% | $3,733-51.3% | $4,156-56.3% |
| Participant deferral / active EE | $9,209 | $6,844+34.6% | $6,293+46.3% | $6,407+43.7% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |