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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,188 | $96,361-9.5% | $80,607+8.2% | $139,456-37.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 22.00% | 1350.95%-1328.9pp | 936.11%-914.1pp | 373.45%-351.4pp |
| Employer contribution / active EE | $6,019 | $3,262+84.5% | $2,724+120.9% | $4,753+26.6% |
| Participant deferral / active EE | $5,578 | $5,232+6.6% | $4,448+25.4% | $6,711-16.9% |
| Admin fee / account holder | $214 | $6,601-96.8% | $5,379-96.0% | $11,407-98.1% |