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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,667 | $160,028-53.3% | $147,080-49.2% | $145,884-48.8% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 18.18% | 98.60%-80.4pp | 420.17%-402.0pp | 551.85%-533.7pp |
| Employer contribution / active EE | $11,605 | $5,286+119.6% | $4,933+135.2% | $4,662+148.9% |
| Participant deferral / active EE | $3,752 | $8,422-55.4% | $8,066-53.5% | $6,690-43.9% |
| Admin fee / account holder | $26 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |