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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,733 | $48,277+127.3% | $67,511+62.5% | $80,874+35.7% |
| Participation rate | 82.1% | 66.4%+15.7pp | 72.9%+9.2pp | 67.6%+14.5pp |
| Annual return | 13.03% | 18.27%-5.2pp | 3517.41%-3504.4pp | 35.62%-22.6pp |
| Employer contribution / active EE | $6,800 | $2,021+236.4% | $2,733+148.9% | $2,756+146.8% |
| Participant deferral / active EE | $8,387 | $2,926+186.6% | $4,000+109.7% | $4,297+95.2% |
| Admin fee / account holder | $26 | $3,687-99.3% | $3,999-99.4% | $6,935-99.6% |