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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,852 | $96,388+12.9% | $80,627+35.0% | $139,466-22.0% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 29.58% | 1352.08%-1322.5pp | 936.76%-907.2pp | 373.66%-344.1pp |
| Employer contribution / active EE | $3,057 | $3,260-6.2% | $2,723+12.3% | $4,754-35.7% |
| Participant deferral / active EE | $14,820 | $5,224+183.7% | $4,443+233.6% | $6,712+120.8% |
| Admin fee / account holder | $20 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |