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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,871 | $209,422-51.4% | $178,503-42.9% | $158,982-35.9% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.13% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $5,208 | $5,707-8.7% | $5,011+3.9% | $4,763+9.3% |
| Participant deferral / active EE | $7,120 | $5,955+19.6% | $5,202+36.9% | $5,983+19.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |