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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,823 | $102,663-52.4% | $86,216-43.4% | $139,466-65.0% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 21.10% | 1924.52%-1903.4pp | 1169.42%-1148.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $4,452 | $3,035+46.7% | $2,382+86.9% | $4,754-6.3% |
| Participant deferral / active EE | $8,200 | $4,677+75.3% | $3,986+105.7% | $6,712+22.2% |
| Admin fee / account holder | $70 | $8,663-99.2% | $6,853-99.0% | $11,409-99.4% |