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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,985 | $202,342-34.3% | $172,752-23.0% | $152,897-13.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 14.78% | 1029.83%-1015.0pp | 802.97%-788.2pp | 345.43%-330.6pp |
| Employer contribution / active EE | $4,798 | $5,858-18.1% | $5,144-6.7% | $4,764+0.7% |
| Participant deferral / active EE | $5,336 | $5,948-10.3% | $5,198+2.7% | $5,851-8.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |