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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,391 | $100,938+42.1% | $90,461+58.5% | $158,982-9.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 18.08% | 1727.20%-1709.1pp | 1294.76%-1276.7pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,064 | $3,691-44.1% | $3,264-36.8% | $4,763-56.7% |
| Participant deferral / active EE | $4,755 | $4,350+9.3% | $3,964+19.9% | $5,983-20.5% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |