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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,423 | $101,591-48.4% | $147,096-64.4% | $74,429-29.6% |
| Participation rate | 83.8% | 75.5%+8.3pp | 82.2%+1.6pp | 67.2%+16.6pp |
| Annual return | 23.97% | 8746.45%-8722.5pp | 419.75%-395.8pp | 1368.38%-1344.4pp |
| Employer contribution / active EE | $4,048 | $3,813+6.2% | $4,936-18.0% | $2,625+54.2% |
| Participant deferral / active EE | $7,548 | $7,302+3.4% | $8,071-6.5% | $4,348+73.6% |
| Admin fee / account holder | $23 | $1,750-98.7% | $13,005-99.8% | $1,944-98.8% |