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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,084 | $198,462-71.2% | $170,439-66.5% | $147,585-61.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.70% | 257.30%-238.6pp | 205.94%-187.2pp | 578.58%-559.9pp |
| Employer contribution / active EE | $8,344 | $6,184+34.9% | $5,433+53.6% | $4,876+71.1% |
| Participant deferral / active EE | $6,171 | $5,629+9.6% | $4,939+24.9% | $5,439+13.5% |
| Admin fee / account holder | $234 | $16,852-98.6% | $13,881-98.3% | $10,886-97.9% |