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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,844 | $198,461-55.7% | $170,436-48.5% | $147,585-40.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.75% | 257.30%-238.5pp | 205.94%-187.2pp | 578.57%-559.8pp |
| Employer contribution / active EE | $7,162 | $6,184+15.8% | $5,433+31.8% | $4,876+46.9% |
| Participant deferral / active EE | $6,321 | $5,629+12.3% | $4,939+28.0% | $5,439+16.2% |
| Admin fee / account holder | $266 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |