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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,513 | $160,040+18.4% | $147,096+28.8% | $145,877+29.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.45% | 98.49%-77.0pp | 419.75%-398.3pp | 551.28%-529.8pp |
| Employer contribution / active EE | $25,000 | $5,289+372.6% | $4,936+406.5% | $4,663+436.1% |
| Participant deferral / active EE | $21,438 | $8,429+154.3% | $8,071+165.6% | $6,691+220.4% |
| Admin fee / account holder | $50 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |