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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,045 | $201,264-33.9% | $184,185-27.8% | $145,978-8.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 206.36% | 29.00%+177.4pp | 28.81%+177.5pp | 550.52%-344.2pp |
| Employer contribution / active EE | $4,940 | $7,021-29.6% | $6,426-23.1% | $4,662+6.0% |
| Participant deferral / active EE | $6,431 | $9,806-34.4% | $9,132-29.6% | $6,690-3.9% |
| Admin fee / account holder | $290 | $16,376-98.2% | $13,909-97.9% | $13,400-97.8% |