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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,568 | $150,447-33.8% | $136,298-26.9% | $147,586-32.5% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 18.61% | 1049.15%-1030.5pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $2,923 | $5,256-44.4% | $4,696-37.7% | $4,876-40.1% |
| Participant deferral / active EE | $7,909 | $6,631+19.3% | $6,247+26.6% | $5,439+45.4% |
| Admin fee / account holder | $295 | $10,906-97.3% | $9,244-96.8% | $10,886-97.3% |