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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,471 | $196,972-51.5% | $182,262-47.6% | $198,609-51.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.76% | 158.27%-146.5pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $8,931 | $5,364+66.5% | $5,046+77.0% | $5,055+76.7% |
| Participant deferral / active EE | $7,096 | $8,643-17.9% | $8,276-14.3% | $6,977+1.7% |
| Admin fee / account holder | $298 | $18,429-98.4% | $16,712-98.2% | $19,030-98.4% |