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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,024 | $217,432-42.0% | $185,849-32.2% | $167,536-24.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.36% | 148.42%-133.1pp | 122.10%-106.7pp | 478.82%-463.5pp |
| Employer contribution / active EE | $8,256 | $5,875+40.5% | $5,169+59.7% | $4,839+70.6% |
| Participant deferral / active EE | $6,492 | $6,357+2.1% | $5,569+16.6% | $6,342+2.4% |
| Admin fee / account holder | $6 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |