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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,782 | $100,911+35.5% | $90,440+51.2% | $158,966-14.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.97% | 1726.62%-1713.6pp | 1294.38%-1281.4pp | 302.95%-290.0pp |
| Employer contribution / active EE | $3,734 | $3,690+1.2% | $3,263+14.4% | $4,762-21.6% |
| Participant deferral / active EE | $5,075 | $4,348+16.7% | $3,964+28.0% | $5,983-15.2% |
| Admin fee / account holder | $1 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |