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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,339 | $159,934-78.5% | $147,005-76.6% | $145,959-76.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 12.88% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $6,846 | $5,287+29.5% | $4,934+38.7% | $4,661+46.9% |
| Participant deferral / active EE | $6,279 | $8,427-25.5% | $8,070-22.2% | $6,689-6.1% |
| Admin fee / account holder | $245 | $15,053-98.4% | $13,006-98.1% | $13,398-98.2% |