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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,209 | $217,432-28.6% | $185,849-16.5% | $167,536-7.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.17% | 148.42%-123.2pp | 122.10%-96.9pp | 478.82%-453.6pp |
| Employer contribution / active EE | $8,010 | $5,875+36.3% | $5,169+55.0% | $4,839+65.5% |
| Participant deferral / active EE | $10,710 | $6,357+68.5% | $5,569+92.3% | $6,342+68.9% |
| Admin fee / account holder | $14 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |