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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,114 | $144,130-24.3% | $117,861-7.4% | $147,586-26.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.16% | 531.20%-510.0pp | 335.11%-313.9pp | 578.59%-557.4pp |
| Employer contribution / active EE | $2,814 | $4,897-42.5% | $3,786-25.7% | $4,876-42.3% |
| Participant deferral / active EE | $4,988 | $5,316-6.2% | $4,482+11.3% | $5,439-8.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |