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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,136 | $196,972-65.4% | $182,262-62.6% | $198,609-65.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.34% | 158.27%-137.9pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $6,686 | $5,364+24.7% | $5,046+32.5% | $5,055+32.3% |
| Participant deferral / active EE | $8,542 | $8,643-1.2% | $8,276+3.2% | $6,977+22.4% |
| Admin fee / account holder | $134 | $18,429-99.3% | $16,712-99.2% | $19,030-99.3% |