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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,139 | $106,524-48.2% | $152,301-63.8% | $87,485-37.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.4%+7.6pp | 68.9%+21.1pp |
| Annual return | 52.83% | 26.89%+25.9pp | 80.50%-27.7pp | 26.06%+26.8pp |
| Employer contribution / active EE | $3,142 | $3,371-6.8% | $4,624-32.1% | $2,596+21.0% |
| Participant deferral / active EE | $8,963 | $6,525+37.4% | $8,004+12.0% | $4,274+109.7% |
| Admin fee / account holder | $51 | $8,287-99.4% | $14,398-99.6% | $7,775-99.3% |