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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,669 | $234,190-19.0% | $180,320+5.2% | $198,609-4.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 19.30% | 1057.44%-1038.1pp | 778.54%-759.2pp | 202.70%-183.4pp |
| Employer contribution / active EE | $6,015 | $5,258+14.4% | $4,108+46.4% | $5,055+19.0% |
| Participant deferral / active EE | $24,506 | $4,988+391.2% | $4,304+469.3% | $6,977+251.2% |
| Admin fee / account holder | $202 | $12,558-98.4% | $10,000-98.0% | $19,030-98.9% |