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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,268 | $202,342-16.8% | $172,752-2.6% | $152,897+10.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 25.75% | 1029.83%-1004.1pp | 802.97%-777.2pp | 345.43%-319.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $81 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |