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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,820 | $134,817-17.8% | $123,973-10.6% | $155,188-28.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.28% | 515.49%-496.2pp | 388.13%-368.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $28,783 | $4,425+550.4% | $4,126+597.6% | $4,248+577.6% |
| Participant deferral / active EE | $25,551 | $5,706+347.8% | $5,247+387.0% | $6,531+291.2% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |