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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,219 | $175,231-50.8% | $149,696-42.4% | $139,466-38.2% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 67.90% | 166.77%-98.9pp | 134.46%-66.6pp | 373.66%-305.8pp |
| Employer contribution / active EE | $6,076 | $5,478+10.9% | $4,821+26.0% | $4,754+27.8% |
| Participant deferral / active EE | $4,781 | $6,521-26.7% | $5,682-15.9% | $6,712-28.8% |
| Admin fee / account holder | $104 | $16,155-99.4% | $13,212-99.2% | $11,409-99.1% |