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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,575 | $198,457-53.9% | $170,435-46.3% | $147,586-38.0% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 9.95% | 257.30%-247.4pp | 205.94%-196.0pp | 578.59%-568.6pp |
| Employer contribution / active EE | $4,682 | $6,183-24.3% | $5,432-13.8% | $4,876-4.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |