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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,839 | $165,381-84.4% | $149,730-82.7% | $158,966-83.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 69.74% | 348.29%-278.6pp | 276.70%-207.0pp | 302.95%-233.2pp |
| Employer contribution / active EE | $6,173 | $5,104+20.9% | $4,645+32.9% | $4,762+29.6% |
| Participant deferral / active EE | $11,108 | $7,182+54.7% | $6,843+62.3% | $5,983+85.7% |
| Admin fee / account holder | $131 | $10,809-98.8% | $9,310-98.6% | $11,250-98.8% |