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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,869 | $209,847-82.4% | $189,520-80.5% | $167,518-78.0% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 23.41% | 748.45%-725.0pp | 555.25%-531.8pp | 478.71%-455.3pp |
| Employer contribution / active EE | $4,577 | $6,913-33.8% | $6,161-25.7% | $4,838-5.4% |
| Participant deferral / active EE | $10,499 | $8,934+17.5% | $8,220+27.7% | $6,342+65.5% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |