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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,475 | $150,446-55.8% | $136,297-51.2% | $147,585-55.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.86% | 1049.14%-1029.3pp | 5156.19%-5136.3pp | 578.58%-558.7pp |
| Employer contribution / active EE | $5,266 | $5,256+0.2% | $4,696+12.2% | $4,876+8.0% |
| Participant deferral / active EE | $11,632 | $6,631+75.4% | $6,247+86.2% | $5,439+113.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |