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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,227 | $138,078-53.5% | $125,363-48.8% | $134,509-52.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 25.31% | 750.49%-725.2pp | 572.15%-546.8pp | 418.13%-392.8pp |
| Employer contribution / active EE | $3,061 | $5,245-41.6% | $4,815-36.4% | $4,741-35.4% |
| Participant deferral / active EE | $6,685 | $7,800-14.3% | $7,447-10.2% | $6,400+4.4% |
| Admin fee / account holder | $20 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |