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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,063 | $159,978-71.8% | $147,041-69.4% | $145,978-69.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 22.76% | 98.36%-75.6pp | 419.21%-396.5pp | 550.52%-527.8pp |
| Employer contribution / active EE | $3,601 | $5,288-31.9% | $4,935-27.0% | $4,662-22.8% |
| Participant deferral / active EE | $9,356 | $8,429+11.0% | $8,071+15.9% | $6,690+39.9% |
| Admin fee / account holder | $12 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |