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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,659 | $60,128+119.0% | $90,440+45.6% | $79,852+64.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.44% | 71.95%-60.5pp | 1294.38%-1282.9pp | 31.72%-20.3pp |
| Employer contribution / active EE | $4,541 | $2,068+119.5% | $3,263+39.2% | $2,471+83.8% |
| Participant deferral / active EE | $3,287 | $2,939+11.9% | $3,964-17.1% | $3,740-12.1% |
| Admin fee / account holder | $250 | $3,977-93.7% | $5,615-95.6% | $5,306-95.3% |