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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,648 | $100,895-7.2% | $90,430+3.6% | $158,950-41.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.50% | 1725.54%-1707.0pp | 1293.73%-1275.2pp | 302.91%-284.4pp |
| Employer contribution / active EE | $4,030 | $3,689+9.2% | $3,262+23.5% | $4,762-15.4% |
| Participant deferral / active EE | $9,014 | $4,347+107.3% | $3,963+127.5% | $5,983+50.7% |
| Admin fee / account holder | $25 | $6,505-99.6% | $5,613-99.6% | $11,248-99.8% |