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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,217 | $160,040+16.4% | $147,096+26.6% | $145,877+27.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.39% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,567 | $5,289-70.4% | $4,936-68.3% | $4,663-66.4% |
| Participant deferral / active EE | $7,775 | $8,429-7.8% | $8,071-3.7% | $6,691+16.2% |
| Admin fee / account holder | $174 | $15,050-98.8% | $13,005-98.7% | $13,402-98.7% |