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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,936 | $175,259+7.8% | $149,723+26.2% | $139,487+35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.73% | 166.82%-156.1pp | 134.50%-123.8pp | 373.84%-363.1pp |
| Employer contribution / active EE | $6,771 | $5,478+23.6% | $4,821+40.4% | $4,755+42.4% |
| Participant deferral / active EE | $9,119 | $6,522+39.8% | $5,682+60.5% | $6,713+35.8% |
| Admin fee / account holder | $237 | $16,158-98.5% | $13,215-98.2% | $11,407-97.9% |