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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,310 | $159,978-7.3% | $147,041+0.9% | $145,978+1.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.49% | 98.36%-81.9pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $2,599 | $5,288-50.9% | $4,935-47.3% | $4,662-44.3% |
| Participant deferral / active EE | $13,763 | $8,429+63.3% | $8,071+70.5% | $6,690+105.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |