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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,752 | $65,440-25.5% | $98,506-50.5% | $85,851-43.2% |
| Participation rate | 93.8% | 65.0%+28.7pp | 73.3%+20.4pp | 69.3%+24.4pp |
| Annual return | 17.08% | 21.75%-4.7pp | 1494.92%-1477.8pp | 318.63%-301.6pp |
| Employer contribution / active EE | $2,350 | $2,169+8.4% | $2,961-20.6% | $2,565-8.4% |
| Participant deferral / active EE | $4,900 | $3,168+54.7% | $4,277+14.6% | $3,952+24.0% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |