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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,939 | $160,040-36.9% | $147,096-31.4% | $145,877-30.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.61% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $8,153 | $5,289+54.1% | $4,936+65.2% | $4,663+74.8% |
| Participant deferral / active EE | $24,005 | $8,429+184.8% | $8,071+197.4% | $6,691+258.8% |
| Admin fee / account holder | $162 | $15,050-98.9% | $13,005-98.8% | $13,402-98.8% |