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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,040 | $165,361-84.3% | $149,715-82.6% | $158,950-83.6% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 77.64% | 348.24%-270.6pp | 276.66%-199.0pp | 302.91%-225.3pp |
| Employer contribution / active EE | $5,454 | $5,103+6.9% | $4,645+17.4% | $4,762+14.5% |
| Participant deferral / active EE | $5,781 | $7,182-19.5% | $6,842-15.5% | $5,983-3.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |