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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,823 | $183,539-43.4% | $155,556-33.3% | $145,897-28.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.82% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $7,578 | $5,315+42.6% | $4,675+62.1% | $4,663+62.5% |
| Participant deferral / active EE | $9,000 | $6,467+39.2% | $5,631+59.8% | $6,689+34.5% |
| Admin fee / account holder | $221 | $19,275-98.9% | $15,885-98.6% | $13,390-98.3% |