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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,908 | $198,457-79.4% | $170,435-76.0% | $147,586-72.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.61% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $7,190 | $6,183+16.3% | $5,432+32.4% | $4,876+47.4% |
| Participant deferral / active EE | $6,516 | $5,629+15.8% | $4,939+31.9% | $5,439+19.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |