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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,042 | $196,972-78.7% | $182,262-76.9% | $198,609-78.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.81% | 158.27%-136.5pp | 140.60%-118.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $5,727 | $5,364+6.8% | $5,046+13.5% | $5,055+13.3% |
| Participant deferral / active EE | $8,393 | $8,643-2.9% | $8,276+1.4% | $6,977+20.3% |
| Admin fee / account holder | $228 | $18,429-98.8% | $16,712-98.6% | $19,030-98.8% |