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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,400 | $64,705+107.7% | $62,929+113.6% | $67,986+97.7% |
| Participation rate | 97.8% | 65.6%+32.3pp | 73.1%+24.7pp | 57.2%+40.6pp |
| Annual return | 15.13% | 20.31%-5.2pp | 1063.93%-1048.8pp | 31.67%-16.5pp |
| Employer contribution / active EE | $4,822 | $2,376+103.0% | $2,505+92.5% | $2,019+138.9% |
| Participant deferral / active EE | $6,084 | $3,198+90.2% | $3,888+56.5% | $3,358+81.2% |
| Admin fee / account holder | $17 | $1,428-98.8% | $5,065-99.7% | $3,203-99.5% |