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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,844 | $85,766-33.7% | $136,298-58.3% | $70,126-18.9% |
| Participation rate | 83.5% | 74.2%+9.4pp | 81.9%+1.6pp | 69.5%+14.0pp |
| Annual return | 38.15% | 31.46%+6.7pp | 5156.27%-5118.1pp | 73.15%-35.0pp |
| Employer contribution / active EE | $5,109 | $2,966+72.2% | $4,696+8.8% | $2,343+118.1% |
| Participant deferral / active EE | $9,822 | $5,051+94.4% | $6,247+57.2% | $3,332+194.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |