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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,024 | $144,130-45.2% | $117,861-33.0% | $147,586-46.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 14.39% | 531.20%-516.8pp | 335.11%-320.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $4,116 | $4,897-16.0% | $3,786+8.7% | $4,876-15.6% |
| Participant deferral / active EE | $5,340 | $5,316+0.4% | $4,482+19.1% | $5,439-1.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |