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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,281 | $198,461-49.5% | $170,436-41.2% | $147,585-32.1% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 15.16% | 257.30%-242.1pp | 205.94%-190.8pp | 578.57%-563.4pp |
| Employer contribution / active EE | $6,938 | $6,184+12.2% | $5,433+27.7% | $4,876+42.3% |
| Participant deferral / active EE | $4,566 | $5,629-18.9% | $4,939-7.6% | $5,439-16.1% |
| Admin fee / account holder | $80 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |