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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,282 | $217,432-75.0% | $185,849-70.8% | $167,536-67.6% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 21.44% | 148.42%-127.0pp | 122.10%-100.7pp | 478.82%-457.4pp |
| Employer contribution / active EE | $7,725 | $5,875+31.5% | $5,169+49.5% | $4,839+59.6% |
| Participant deferral / active EE | $12,613 | $6,357+98.4% | $5,569+126.5% | $6,342+98.9% |
| Admin fee / account holder | $233 | $19,818-98.8% | $16,244-98.6% | $12,315-98.1% |