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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,039 | $172,111-77.9% | $150,298-74.7% | $137,256-72.3% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 157.13% | 69.37%+87.8pp | 62.79%+94.3pp | 220.34%-63.2pp |
| Employer contribution / active EE | $3,345 | $4,636-27.9% | $4,154-19.5% | $4,156-19.5% |
| Participant deferral / active EE | $8,542 | $6,166+38.5% | $5,453+56.7% | $6,407+33.3% |
| Admin fee / account holder | $36 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |