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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,274 | $198,457-53.0% | $170,435-45.3% | $147,586-36.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 18.46% | 257.30%-238.8pp | 205.94%-187.5pp | 578.59%-560.1pp |
| Employer contribution / active EE | $5,890 | $6,183-4.7% | $5,432+8.4% | $4,876+20.8% |
| Participant deferral / active EE | $2,022 | $5,629-64.1% | $4,939-59.1% | $5,439-62.8% |
| Admin fee / account holder | $208 | $16,852-98.8% | $13,881-98.5% | $10,886-98.1% |