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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,537 | $175,257-54.0% | $149,717-46.2% | $139,456-42.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.81% | 166.70%-151.9pp | 134.41%-119.6pp | 373.45%-358.6pp |
| Employer contribution / active EE | $6,814 | $5,477+24.4% | $4,820+41.4% | $4,753+43.4% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,711+11.8% |
| Admin fee / account holder | $24 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |