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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,415 | $217,427-23.5% | $185,837-10.5% | $167,518-0.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.71% | 148.39%-127.7pp | 122.08%-101.4pp | 478.71%-458.0pp |
| Employer contribution / active EE | $2,170 | $5,874-63.1% | $5,168-58.0% | $4,838-55.1% |
| Participant deferral / active EE | $4,739 | $6,357-25.5% | $5,568-14.9% | $6,342-25.3% |
| Admin fee / account holder | $219 | $19,816-98.9% | $16,241-98.6% | $12,312-98.2% |