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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,329 | $165,381-52.0% | $149,730-47.0% | $158,966-50.1% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 292.46% | 348.29%-55.8pp | 276.70%+15.8pp | 302.95%-10.5pp |
| Employer contribution / active EE | $19,378 | $5,104+279.7% | $4,645+317.2% | $4,762+306.9% |
| Participant deferral / active EE | $12,043 | $7,182+67.7% | $6,843+76.0% | $5,983+101.3% |
| Admin fee / account holder | $294 | $10,809-97.3% | $9,310-96.8% | $11,250-97.4% |