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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,955 | $138,075-53.0% | $123,552-47.4% | $135,379-52.0% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | 17.34% | 153.70%-136.4pp | 119.20%-101.9pp | 519.79%-502.4pp |
| Employer contribution / active EE | $6,995 | $5,152+35.8% | $4,628+51.1% | $4,779+46.4% |
| Participant deferral / active EE | $9,249 | $6,800+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |