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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,656 | $228,395-77.4% | $185,861-72.2% | $158,982-67.5% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.8pp | 82.0%+6.9pp |
| Annual return | 115.14% | 40.82%+74.3pp | 35.96%+79.2pp | 302.99%-187.8pp |
| Employer contribution / active EE | $5,099 | $4,968+2.6% | $4,088+24.7% | $4,763+7.1% |
| Participant deferral / active EE | $14,571 | $6,417+127.1% | $5,634+158.6% | $5,983+143.5% |
| Admin fee / account holder | $119 | $11,869-99.0% | $9,503-98.7% | $11,252-98.9% |