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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,272 | $159,978-24.2% | $147,041-17.5% | $145,978-16.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.20% | 98.36%-79.2pp | 419.21%-400.0pp | 550.52%-531.3pp |
| Employer contribution / active EE | $9,107 | $5,288+72.2% | $4,935+84.5% | $4,662+95.3% |
| Participant deferral / active EE | $14,099 | $8,429+67.3% | $8,071+74.7% | $6,690+110.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |