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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,921 | $196,972-24.4% | $182,262-18.3% | $198,609-25.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.75% | 158.27%-138.5pp | 140.60%-120.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $6,666 | $5,364+24.3% | $5,046+32.1% | $5,055+31.9% |
| Participant deferral / active EE | $22,415 | $8,643+159.3% | $8,276+170.8% | $6,977+221.3% |
| Admin fee / account holder | $212 | $18,429-98.9% | $16,712-98.7% | $19,030-98.9% |