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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,156 | $160,028-53.0% | $147,080-48.9% | $145,884-48.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.81% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.0pp |
| Employer contribution / active EE | $6,932 | $5,286+31.1% | $4,933+40.5% | $4,662+48.7% |
| Participant deferral / active EE | $8,281 | $8,422-1.7% | $8,066+2.7% | $6,690+23.8% |
| Admin fee / account holder | $169 | $15,030-98.9% | $12,989-98.7% | $13,392-98.7% |