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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,644 | $217,427-83.6% | $185,837-80.8% | $167,518-78.7% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 25.07% | 148.39%-123.3pp | 122.08%-97.0pp | 478.71%-453.6pp |
| Employer contribution / active EE | $1,734 | $5,874-70.5% | $5,168-66.4% | $4,838-64.2% |
| Participant deferral / active EE | $6,999 | $6,357+10.1% | $5,568+25.7% | $6,342+10.4% |
| Admin fee / account holder | $77 | $19,816-99.6% | $16,241-99.5% | $12,312-99.4% |