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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,881 | $217,432-49.9% | $185,849-41.4% | $167,536-35.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.35% | 148.42%-125.1pp | 122.10%-98.7pp | 478.82%-455.5pp |
| Employer contribution / active EE | $4,825 | $5,875-17.9% | $5,169-6.6% | $4,839-0.3% |
| Participant deferral / active EE | $5,816 | $6,357-8.5% | $5,569+4.4% | $6,342-8.3% |
| Admin fee / account holder | $286 | $19,818-98.6% | $16,244-98.2% | $12,315-97.7% |