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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,645 | $148,623-82.7% | $135,974-81.1% | $139,466-81.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 32.18% | 79.30%-47.1pp | 68.30%-36.1pp | 373.66%-341.5pp |
| Employer contribution / active EE | $7,427 | $5,246+41.6% | $4,859+52.9% | $4,754+56.2% |
| Participant deferral / active EE | $2,929 | $8,103-63.9% | $7,760-62.3% | $6,712-56.4% |
| Admin fee / account holder | $137 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |