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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,367 | $165,381-56.2% | $149,730-51.7% | $158,966-54.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.67% | 348.29%-330.6pp | 276.70%-259.0pp | 302.95%-285.3pp |
| Employer contribution / active EE | $8,100 | $5,104+58.7% | $4,645+74.4% | $4,762+70.1% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,843+280.0% | $5,983+334.6% |
| Admin fee / account holder | $72 | $10,809-99.3% | $9,310-99.2% | $11,250-99.4% |