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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,691 | $175,257-54.0% | $149,717-46.1% | $139,456-42.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.69% | 166.70%-150.0pp | 134.41%-117.7pp | 373.45%-356.8pp |
| Employer contribution / active EE | $3,479 | $5,477-36.5% | $4,820-27.8% | $4,753-26.8% |
| Participant deferral / active EE | $7,822 | $6,521+19.9% | $5,682+37.7% | $6,711+16.5% |
| Admin fee / account holder | $133 | $16,156-99.2% | $13,213-99.0% | $11,407-98.8% |