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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,725 | $165,399-52.4% | $149,745-47.4% | $158,982-50.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.87% | 348.34%-325.5pp | 276.72%-253.8pp | 302.99%-280.1pp |
| Employer contribution / active EE | $6,487 | $5,105+27.1% | $4,646+39.6% | $4,763+36.2% |
| Participant deferral / active EE | $9,199 | $7,183+28.1% | $6,843+34.4% | $5,983+53.7% |
| Admin fee / account holder | $35 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |