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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,500 | $160,028-25.3% | $147,080-18.8% | $145,884-18.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 98.60%-84.5pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $7,110 | $5,286+34.5% | $4,933+44.1% | $4,662+52.5% |
| Participant deferral / active EE | $7,923 | $8,422-5.9% | $8,066-1.8% | $6,690+18.4% |
| Admin fee / account holder | $75 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |