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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,947 | $175,259-4.7% | $149,723+11.5% | $139,487+19.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.64% | 166.82%-151.2pp | 134.50%-118.9pp | 373.84%-358.2pp |
| Employer contribution / active EE | $1,613 | $5,478-70.6% | $4,821-66.6% | $4,755-66.1% |
| Participant deferral / active EE | $12,784 | $6,522+96.0% | $5,682+125.0% | $6,713+90.4% |
| Admin fee / account holder | $9 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |