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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,134 | $165,399-48.5% | $149,745-43.1% | $158,982-46.5% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 67.36% | 348.34%-281.0pp | 276.72%-209.4pp | 302.99%-235.6pp |
| Employer contribution / active EE | $2,608 | $5,105-48.9% | $4,646-43.9% | $4,763-45.2% |
| Participant deferral / active EE | $8,224 | $7,183+14.5% | $6,843+20.2% | $5,983+37.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |