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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,924 | $76,368+8.6% | $67,681+22.5% | $154,746-46.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 11.61% | 1066.77%-1055.2pp | 590.58%-579.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $7,044 | $3,151+123.5% | $2,678+163.0% | $4,379+60.9% |
| Participant deferral / active EE | $8,371 | $4,824+73.5% | $3,976+110.6% | $6,730+24.4% |
| Admin fee / account holder | $207 | $8,559-97.6% | $6,100-96.6% | $14,365-98.6% |