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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,691 | $209,874-36.8% | $189,537-30.0% | $167,536-20.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.34% | 748.61%-733.3pp | 555.34%-540.0pp | 478.82%-463.5pp |
| Employer contribution / active EE | $12,931 | $6,913+87.0% | $6,161+109.9% | $4,839+167.2% |
| Participant deferral / active EE | $14,884 | $8,934+66.6% | $8,220+81.1% | $6,342+134.7% |
| Admin fee / account holder | $11 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |