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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,009 | $98,776-51.4% | $149,745-67.9% | $79,856-39.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.89% | 27.38%-5.5pp | 276.72%-254.8pp | 31.71%-9.8pp |
| Employer contribution / active EE | $7,113 | $3,217+121.1% | $4,646+53.1% | $2,471+187.9% |
| Participant deferral / active EE | $6,903 | $5,681+21.5% | $6,843+0.9% | $3,741+84.5% |
| Admin fee / account holder | $280 | $6,053-95.4% | $9,312-97.0% | $5,306-94.7% |