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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,730 | $138,075+55.5% | $123,552+73.8% | $135,379+58.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.70% | 153.70%-152.0pp | 119.20%-117.5pp | 519.79%-518.1pp |
| Employer contribution / active EE | $5,280 | $5,152+2.5% | $4,628+14.1% | $4,779+10.5% |
| Participant deferral / active EE | $30,904 | $6,800+354.5% | $6,426+380.9% | $5,609+451.0% |
| Admin fee / account holder | $150 | $10,917-98.6% | $9,285-98.4% | $10,828-98.6% |