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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,413 | $48,314+52.0% | $67,561+8.7% | $80,925-9.3% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.7%+29.9pp |
| Annual return | 14.07% | 18.28%-4.2pp | 3525.44%-3511.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $4,319 | $2,022+113.6% | $2,735+57.9% | $2,756+56.7% |
| Participant deferral / active EE | $4,409 | $2,927+50.7% | $4,003+10.1% | $4,299+2.6% |
| Admin fee / account holder | $44 | $3,690-98.8% | $4,006-98.9% | $6,940-99.4% |