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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,522 | $165,361-62.8% | $149,715-58.9% | $158,950-61.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.04% | 348.24%-328.2pp | 276.66%-256.6pp | 302.91%-282.9pp |
| Employer contribution / active EE | $6,141 | $5,103+20.3% | $4,645+32.2% | $4,762+29.0% |
| Participant deferral / active EE | $3,279 | $7,182-54.3% | $6,842-52.1% | $5,983-45.2% |
| Admin fee / account holder | $161 | $10,808-98.5% | $9,310-98.3% | $11,248-98.6% |