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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,049 | $198,470-57.1% | $170,444-50.1% | $147,585-42.4% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 11.72% | 257.30%-245.6pp | 205.94%-194.2pp | 578.56%-566.8pp |
| Employer contribution / active EE | $2,936 | $6,184-52.5% | $5,433-46.0% | $4,876-39.8% |
| Participant deferral / active EE | $7,901 | $5,629+40.3% | $4,939+60.0% | $5,439+45.3% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,885-99.9% |