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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,288 | $160,040-25.5% | $147,096-18.9% | $145,877-18.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.83% | 98.49%-81.7pp | 419.75%-402.9pp | 551.28%-534.5pp |
| Employer contribution / active EE | $11,361 | $5,289+114.8% | $4,936+130.2% | $4,663+143.6% |
| Participant deferral / active EE | $7,850 | $8,429-6.9% | $8,071-2.7% | $6,691+17.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |