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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,483 | $209,422-80.2% | $178,503-76.8% | $158,982-73.9% |
| Participation rate | 90.5% | 86.4%+4.1pp | 81.9%+8.5pp | 82.0%+8.5pp |
| Annual return | 31.51% | 188.81%-157.3pp | 151.12%-119.6pp | 302.99%-271.5pp |
| Employer contribution / active EE | $3,549 | $5,707-37.8% | $5,011-29.2% | $4,763-25.5% |
| Participant deferral / active EE | $2,987 | $5,955-49.8% | $5,202-42.6% | $5,983-50.1% |
| Admin fee / account holder | $175 | $17,079-99.0% | $13,987-98.7% | $11,252-98.4% |