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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,303 | $160,040-42.3% | $147,096-37.3% | $145,877-36.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.34% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $11,077 | $5,289+109.4% | $4,936+124.4% | $4,663+137.5% |
| Participant deferral / active EE | $8,610 | $8,429+2.1% | $8,071+6.7% | $6,691+28.7% |
| Admin fee / account holder | $227 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |