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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,538 | $160,070-22.2% | $147,117-15.3% | $145,897-14.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.53% | 98.69%-76.2pp | 420.54%-398.0pp | 552.29%-529.8pp |
| Employer contribution / active EE | $4,614 | $5,285-12.7% | $4,932-6.5% | $4,663-1.0% |
| Participant deferral / active EE | $14,285 | $8,419+69.7% | $8,065+77.1% | $6,689+113.5% |
| Admin fee / account holder | $198 | $15,035-98.7% | $12,993-98.5% | $13,390-98.5% |