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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,002 | $63,342+46.8% | $92,236+0.8% | $70,131+32.6% |
| Participation rate | 90.7% | 68.7%+22.1pp | 76.5%+14.3pp | 69.5%+21.2pp |
| Annual return | 18.26% | 530.15%-511.9pp | 176.29%-158.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $783 | $2,471-68.3% | $3,679-78.7% | $2,342-66.6% |
| Participant deferral / active EE | $5,298 | $2,854+85.7% | $3,897+36.0% | $3,332+59.0% |
| Admin fee / account holder | $181 | $3,840-95.3% | $5,194-96.5% | $4,645-96.1% |