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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,646 | $106,894-63.8% | $84,016-54.0% | $152,870-74.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 24.13% | 104.99%-80.9pp | 71.31%-47.2pp | 345.34%-321.2pp |
| Employer contribution / active EE | $3,799 | $2,734+39.0% | $1,983+91.5% | $4,763-20.2% |
| Participant deferral / active EE | $8,213 | $4,011+104.8% | $3,239+153.6% | $5,850+40.4% |
| Admin fee / account holder | $0 | $8,286-100.0% | $6,101-100.0% | $11,597-100.0% |