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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,447 | $202,460-87.4% | $169,385-85.0% | $139,456-81.8% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 26.77% | 532.07%-505.3pp | 405.82%-379.0pp | 373.45%-346.7pp |
| Employer contribution / active EE | $1,842 | $4,691-60.7% | $4,012-54.1% | $4,753-61.2% |
| Participant deferral / active EE | $9,979 | $6,938+43.8% | $6,221+60.4% | $6,711+48.7% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |