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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,317 | $96,419-2.2% | $80,648+16.9% | $139,487-32.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 13.06% | 1352.86%-1339.8pp | 937.21%-924.2pp | 373.84%-360.8pp |
| Employer contribution / active EE | $3,062 | $3,261-6.1% | $2,724+12.4% | $4,755-35.6% |
| Participant deferral / active EE | $6,570 | $5,225+25.7% | $4,443+47.8% | $6,713-2.1% |
| Admin fee / account holder | $6 | $6,605-99.9% | $5,382-99.9% | $11,407-99.9% |