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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,974 | $202,342-59.0% | $172,753-52.0% | $152,909-45.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 21.04% | 1029.88%-1008.8pp | 803.00%-782.0pp | 345.46%-324.4pp |
| Employer contribution / active EE | $5,898 | $5,857+0.7% | $5,144+14.7% | $4,764+23.8% |
| Participant deferral / active EE | $6,193 | $5,948+4.1% | $5,198+19.2% | $5,851+5.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |