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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,317 | $196,972-64.3% | $182,262-61.4% | $198,609-64.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.77% | 158.27%-137.5pp | 140.60%-119.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $4,597 | $5,364-14.3% | $5,046-8.9% | $5,055-9.1% |
| Participant deferral / active EE | $10,223 | $8,643+18.3% | $8,276+23.5% | $6,977+46.5% |
| Admin fee / account holder | $154 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |