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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,133 | $129,737-34.4% | $119,126-28.5% | $154,746-45.0% |
| Participation rate | 94.4% | 78.9%+15.6pp | 75.8%+18.7pp | 80.7%+13.7pp |
| Annual return | 17.89% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $15,555 | $4,375+255.5% | $4,034+285.6% | $4,379+255.2% |
| Participant deferral / active EE | $11,366 | $5,842+94.6% | $5,318+113.7% | $6,730+68.9% |
| Admin fee / account holder | $159 | $11,961-98.7% | $10,693-98.5% | $14,365-98.9% |