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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,437 | $69,252-30.1% | $64,099-24.4% | $139,456-65.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.97% | 45.89%-25.9pp | 33.70%-13.7pp | 373.45%-353.5pp |
| Employer contribution / active EE | $6,453 | $3,184+102.7% | $2,748+134.8% | $4,753+35.8% |
| Participant deferral / active EE | $10,398 | $4,683+122.0% | $3,881+167.9% | $6,711+54.9% |
| Admin fee / account holder | $89 | $4,248-97.9% | $3,070-97.1% | $11,407-99.2% |