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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,924 | $70,121+18.3% | $63,803+30.0% | $138,895-40.3% |
| Participation rate | 87.5% | 77.2%+10.3pp | 72.7%+14.8pp | 79.9%+7.6pp |
| Annual return | 11.61% | 946.48%-934.9pp | 543.72%-532.1pp | 145.39%-133.8pp |
| Employer contribution / active EE | $7,044 | $2,882+144.4% | $2,532+178.2% | $4,194+68.0% |
| Participant deferral / active EE | $8,371 | $4,535+84.6% | $3,843+117.8% | $6,396+30.9% |
| Admin fee / account holder | $207 | $6,738-96.9% | $5,196-96.0% | $12,562-98.3% |