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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,646 | $159,934-57.7% | $147,005-54.0% | $145,959-53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.47% | 98.24%-77.8pp | 418.76%-398.3pp | 561.95%-541.5pp |
| Employer contribution / active EE | $6,517 | $5,287+23.3% | $4,934+32.1% | $4,661+39.8% |
| Participant deferral / active EE | $11,850 | $8,427+40.6% | $8,070+46.8% | $6,689+77.2% |
| Admin fee / account holder | $205 | $15,053-98.6% | $13,006-98.4% | $13,398-98.5% |