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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,492 | $159,978-70.9% | $147,041-68.4% | $145,978-68.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.90% | 98.36%-79.5pp | 419.21%-400.3pp | 550.52%-531.6pp |
| Employer contribution / active EE | $8,511 | $5,288+60.9% | $4,935+72.5% | $4,662+82.6% |
| Participant deferral / active EE | $11,592 | $8,429+37.5% | $8,071+43.6% | $6,690+73.3% |
| Admin fee / account holder | $179 | $15,053-98.8% | $13,006-98.6% | $13,400-98.7% |