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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,849 | $107,368-67.5% | $92,915-62.5% | $152,909-77.2% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 21.41% | 145.64%-124.2pp | 109.45%-88.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $7,210 | $4,222+70.8% | $3,653+97.3% | $4,764+51.3% |
| Participant deferral / active EE | $6,245 | $4,848+28.8% | $4,238+47.4% | $5,851+6.7% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |