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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,080 | $175,231-29.8% | $149,696-17.8% | $139,466-11.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.18% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $8,441 | $5,478+54.1% | $4,821+75.1% | $4,754+77.6% |
| Participant deferral / active EE | $6,144 | $6,521-5.8% | $5,682+8.1% | $6,712-8.5% |
| Admin fee / account holder | $54 | $16,155-99.7% | $13,212-99.6% | $11,409-99.5% |