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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,599 | $109,872-61.2% | $98,483-56.7% | $167,536-74.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 25.45% | 1959.31%-1933.9pp | 1494.38%-1468.9pp | 478.82%-453.4pp |
| Employer contribution / active EE | $4,905 | $3,225+52.1% | $2,961+65.7% | $4,839+1.4% |
| Participant deferral / active EE | $9,008 | $4,673+92.7% | $4,276+110.6% | $6,342+42.0% |
| Admin fee / account holder | $146 | $6,757-97.8% | $5,953-97.5% | $12,315-98.8% |