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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,974 | $100,895-5.9% | $90,430+5.0% | $158,950-40.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 13.21% | 1725.54%-1712.3pp | 1293.73%-1280.5pp | 302.91%-289.7pp |
| Employer contribution / active EE | $7,375 | $3,689+99.9% | $3,262+126.1% | $4,762+54.9% |
| Participant deferral / active EE | $11,119 | $4,347+155.8% | $3,963+180.6% | $5,983+85.9% |
| Admin fee / account holder | $37 | $6,505-99.4% | $5,613-99.3% | $11,248-99.7% |