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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,074 | $159,934-14.9% | $147,005-7.4% | $145,959-6.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 19.81% | 98.24%-78.4pp | 418.76%-399.0pp | 561.95%-542.1pp |
| Employer contribution / active EE | $9,073 | $5,287+71.6% | $4,934+83.9% | $4,661+94.7% |
| Participant deferral / active EE | $15,994 | $8,427+89.8% | $8,070+98.2% | $6,689+139.1% |
| Admin fee / account holder | $161 | $15,053-98.9% | $13,006-98.8% | $13,398-98.8% |