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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,085 | $165,361-71.5% | $149,715-68.6% | $158,950-70.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 20.21% | 348.24%-328.0pp | 276.66%-256.5pp | 302.91%-282.7pp |
| Employer contribution / active EE | $10,105 | $5,103+98.0% | $4,645+117.5% | $4,762+112.2% |
| Participant deferral / active EE | $6,185 | $7,182-13.9% | $6,842-9.6% | $5,983+3.4% |
| Admin fee / account holder | $223 | $10,808-97.9% | $9,310-97.6% | $11,248-98.0% |