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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,753 | $165,361-66.9% | $149,715-63.4% | $158,950-65.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 41.75% | 348.24%-306.5pp | 276.66%-234.9pp | 302.91%-261.2pp |
| Employer contribution / active EE | $4,945 | $5,103-3.1% | $4,645+6.5% | $4,762+3.8% |
| Participant deferral / active EE | $6,700 | $7,182-6.7% | $6,842-2.1% | $5,983+12.0% |
| Admin fee / account holder | $265 | $10,808-97.5% | $9,310-97.2% | $11,248-97.6% |