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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,733 | $217,432-46.8% | $185,849-37.7% | $167,536-30.9% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 19.92% | 148.42%-128.5pp | 122.10%-102.2pp | 478.82%-458.9pp |
| Employer contribution / active EE | $7,640 | $5,875+30.1% | $5,169+47.8% | $4,839+57.9% |
| Participant deferral / active EE | $5,446 | $6,357-14.3% | $5,569-2.2% | $6,342-14.1% |
| Admin fee / account holder | $44 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |