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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,845 | $227,597-79.0% | $189,575-74.8% | $167,536-71.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 24.96% | 78.44%-53.5pp | 64.19%-39.2pp | 478.82%-453.9pp |
| Employer contribution / active EE | $6,490 | $5,316+22.1% | $4,412+47.1% | $4,839+34.1% |
| Participant deferral / active EE | $9,974 | $7,002+42.4% | $6,174+61.6% | $6,342+57.3% |
| Admin fee / account holder | $300 | $11,877-97.5% | $9,806-96.9% | $12,315-97.6% |