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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,558 | $198,461-81.6% | $170,436-78.6% | $147,585-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.41% | 257.30%-239.9pp | 205.94%-188.5pp | 578.57%-561.2pp |
| Employer contribution / active EE | $6,758 | $6,184+9.3% | $5,433+24.4% | $4,876+38.6% |
| Participant deferral / active EE | $3,439 | $5,629-38.9% | $4,939-30.4% | $5,439-36.8% |
| Admin fee / account holder | $141 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |