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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,098 | $175,231-60.6% | $149,696-53.8% | $139,466-50.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.83% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,684 | $5,478-51.0% | $4,821-44.3% | $4,754-43.5% |
| Participant deferral / active EE | $11,760 | $6,521+80.3% | $5,682+107.0% | $6,712+75.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |