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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,712 | $88,754+3.3% | $81,820+12.1% | $145,877-37.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.24% | 1031.77%-1016.5pp | 777.93%-762.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $7,533 | $3,085+144.2% | $2,915+158.4% | $4,663+61.6% |
| Participant deferral / active EE | $23,683 | $4,648+409.6% | $4,323+447.9% | $6,691+254.0% |
| Admin fee / account holder | $171 | $8,424-98.0% | $7,391-97.7% | $13,402-98.7% |