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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,230 | $183,978-48.2% | $162,171-41.3% | $152,885-37.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.12% | 150.78%-133.7pp | 115.60%-98.5pp | 345.39%-328.3pp |
| Employer contribution / active EE | $9,279 | $6,370+45.7% | $5,613+65.3% | $4,763+94.8% |
| Participant deferral / active EE | $8,459 | $8,033+5.3% | $7,297+15.9% | $5,851+44.6% |
| Admin fee / account holder | $96 | $13,122-99.3% | $10,843-99.1% | $11,598-99.2% |