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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,764 | $102,595+23.6% | $94,057+34.8% | $154,746-18.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.43% | 583.42%-562.0pp | 480.62%-459.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $5,176 | $3,147+64.4% | $2,933+76.5% | $4,379+18.2% |
| Participant deferral / active EE | $18,350 | $5,118+258.5% | $4,709+289.6% | $6,730+172.6% |
| Admin fee / account holder | $285 | $7,736-96.3% | $7,244-96.1% | $14,365-98.0% |