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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,340 | $198,462-41.9% | $170,439-32.3% | $147,585-21.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.37% | 257.30%-236.9pp | 205.94%-185.6pp | 578.58%-558.2pp |
| Employer contribution / active EE | $7,485 | $6,184+21.1% | $5,433+37.8% | $4,876+53.5% |
| Participant deferral / active EE | $3,504 | $5,629-37.7% | $4,939-29.1% | $5,439-35.6% |
| Admin fee / account holder | $186 | $16,852-98.9% | $13,881-98.7% | $10,886-98.3% |