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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,819 | $160,070-16.4% | $147,117-9.0% | $145,897-8.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.03% | 98.69%-74.7pp | 420.54%-396.5pp | 552.29%-528.3pp |
| Employer contribution / active EE | $5,081 | $5,285-3.9% | $4,932+3.0% | $4,663+9.0% |
| Participant deferral / active EE | $15,905 | $8,419+88.9% | $8,065+97.2% | $6,689+137.8% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |