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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,638 | $99,017+15.8% | $86,587+32.4% | $147,585-22.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.48% | 1312.37%-1296.9pp | 964.86%-949.4pp | 578.56%-563.1pp |
| Employer contribution / active EE | $2,532 | $3,132-19.2% | $2,839-10.8% | $4,876-48.1% |
| Participant deferral / active EE | $4,768 | $3,972+20.0% | $3,609+32.1% | $5,439-12.3% |
| Admin fee / account holder | $25 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |