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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,618 | $85,766+41.8% | $136,298-10.8% | $70,126+73.4% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 17.83% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,238 | $2,966-24.6% | $4,696-52.3% | $2,343-4.5% |
| Participant deferral / active EE | $9,315 | $5,051+84.4% | $6,247+49.1% | $3,332+179.6% |
| Admin fee / account holder | $11 | $5,421-99.8% | $9,244-99.9% | $4,645-99.8% |