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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,449 | $196,972-57.6% | $182,262-54.2% | $198,609-58.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.61% | 158.27%-136.7pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $3,327 | $5,364-38.0% | $5,046-34.1% | $5,055-34.2% |
| Participant deferral / active EE | $10,148 | $8,643+17.4% | $8,276+22.6% | $6,977+45.5% |
| Admin fee / account holder | $169 | $18,429-99.1% | $16,712-99.0% | $19,030-99.1% |