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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,811 | $165,381-37.2% | $149,730-30.7% | $158,966-34.7% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 16.43% | 348.29%-331.9pp | 276.70%-260.3pp | 302.95%-286.5pp |
| Employer contribution / active EE | $6,165 | $5,104+20.8% | $4,645+32.7% | $4,762+29.4% |
| Participant deferral / active EE | $8,405 | $7,182+17.0% | $6,843+22.8% | $5,983+40.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |