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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,109 | $180,749-62.3% | $160,784-57.6% | $137,256-50.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 21.75% | 2234.46%-2212.7pp | 1803.92%-1782.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,861 | $4,155-55.2% | $3,733-50.1% | $4,156-55.2% |
| Participant deferral / active EE | $9,170 | $6,844+34.0% | $6,293+45.7% | $6,407+43.1% |
| Admin fee / account holder | $263 | $10,397-97.5% | $9,717-97.3% | $12,270-97.9% |