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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,298 | $144,130-31.8% | $117,861-16.6% | $147,586-33.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.84% | 531.20%-513.4pp | 335.11%-317.3pp | 578.59%-560.7pp |
| Employer contribution / active EE | $4,643 | $4,897-5.2% | $3,786+22.6% | $4,876-4.8% |
| Participant deferral / active EE | $6,430 | $5,316+20.9% | $4,482+43.5% | $5,439+18.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |