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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,495 | $198,461-22.2% | $170,436-9.4% | $147,585+4.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.56% | 257.30%-235.7pp | 205.94%-184.4pp | 578.57%-557.0pp |
| Employer contribution / active EE | $3,260 | $6,184-47.3% | $5,433-40.0% | $4,876-33.1% |
| Participant deferral / active EE | $4,494 | $5,629-20.2% | $4,939-9.0% | $5,439-17.4% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |