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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,016 | $160,070-48.1% | $147,117-43.6% | $145,897-43.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 18.14% | 98.69%-80.5pp | 420.54%-402.4pp | 552.29%-534.1pp |
| Employer contribution / active EE | $6,531 | $5,285+23.6% | $4,932+32.4% | $4,663+40.1% |
| Participant deferral / active EE | $18,873 | $8,419+124.2% | $8,065+134.0% | $6,689+182.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |