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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,570 | $198,461-20.6% | $170,436-7.5% | $147,585+6.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.54% | 257.30%-246.8pp | 205.94%-195.4pp | 578.57%-568.0pp |
| Employer contribution / active EE | $7,219 | $6,184+16.7% | $5,433+32.9% | $4,876+48.0% |
| Participant deferral / active EE | $6,286 | $5,629+11.7% | $4,939+27.3% | $5,439+15.6% |
| Admin fee / account holder | $210 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |