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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,213 | $202,342-51.5% | $172,752-43.1% | $152,897-35.8% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 21.50% | 1029.83%-1008.3pp | 802.97%-781.5pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,254 | $5,858-61.5% | $5,144-56.2% | $4,764-52.7% |
| Participant deferral / active EE | $5,203 | $5,948-12.5% | $5,198+0.1% | $5,851-11.1% |
| Admin fee / account holder | $28 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |