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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,950 | $175,231-26.4% | $149,696-13.9% | $139,466-7.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.86% | 166.77%-147.9pp | 134.46%-115.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,761 | $5,478-31.3% | $4,821-22.0% | $4,754-20.9% |
| Participant deferral / active EE | $6,126 | $6,521-6.1% | $5,682+7.8% | $6,712-8.7% |
| Admin fee / account holder | $83 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |