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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,789 | $209,428-55.7% | $178,498-48.0% | $158,950-41.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.08% | 188.78%-170.7pp | 151.09%-133.0pp | 302.91%-284.8pp |
| Employer contribution / active EE | $6,079 | $5,707+6.5% | $5,011+21.3% | $4,762+27.7% |
| Participant deferral / active EE | $3,548 | $5,955-40.4% | $5,202-31.8% | $5,983-40.7% |
| Admin fee / account holder | $44 | $17,077-99.7% | $13,985-99.7% | $11,248-99.6% |