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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,674 | $175,231-30.0% | $149,696-18.1% | $139,466-12.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.08% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $15,089 | $5,478+175.4% | $4,821+213.0% | $4,754+217.4% |
| Participant deferral / active EE | $7,154 | $6,521+9.7% | $5,682+25.9% | $6,712+6.6% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |