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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,755 | $135,956-20.7% | $123,894-13.0% | $273,970-60.7% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 224.86% | 56.63%+168.2pp | 47.52%+177.3pp | 41.46%+183.4pp |
| Employer contribution / active EE | $3,937 | $5,170-23.8% | $4,617-14.7% | $4,869-19.1% |
| Participant deferral / active EE | $9,437 | $6,343+48.8% | $5,984+57.7% | $5,287+78.5% |
| Admin fee / account holder | $71 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |