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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,733 | $48,314+127.1% | $67,561+62.4% | $80,925+35.6% |
| Participation rate | 82.1% | 66.4%+15.7pp | 72.9%+9.2pp | 67.7%+14.4pp |
| Annual return | 13.03% | 18.28%-5.2pp | 3525.44%-3512.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $6,800 | $2,022+236.3% | $2,735+148.7% | $2,756+146.7% |
| Participant deferral / active EE | $8,387 | $2,927+186.6% | $4,003+109.5% | $4,299+95.1% |
| Admin fee / account holder | $26 | $3,690-99.3% | $4,006-99.4% | $6,940-99.6% |