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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,031 | $103,164-51.5% | $90,259-44.6% | $154,746-67.7% |
| Participation rate | 88.9% | 76.1%+12.8pp | 70.7%+18.1pp | 80.7%+8.2pp |
| Annual return | 152.85% | 19.25%+133.6pp | 18.88%+134.0pp | 172.34%-19.5pp |
| Employer contribution / active EE | $4,151 | $2,532+64.0% | $2,291+81.2% | $4,379-5.2% |
| Participant deferral / active EE | $12,008 | $4,422+171.6% | $3,827+213.8% | $6,730+78.4% |
| Admin fee / account holder | $65 | $8,593-99.2% | $7,267-99.1% | $14,365-99.5% |