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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,991 | $202,342-21.4% | $172,753-8.0% | $152,909+4.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 24.09% | 1029.88%-1005.8pp | 803.00%-778.9pp | 345.46%-321.4pp |
| Employer contribution / active EE | $4,476 | $5,857-23.6% | $5,144-13.0% | $4,764-6.0% |
| Participant deferral / active EE | $8,810 | $5,948+48.1% | $5,198+69.5% | $5,851+50.6% |
| Admin fee / account holder | $25 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |