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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,394 | $109,863-56.0% | $98,477-50.9% | $167,518-71.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 14.97% | 1958.09%-1943.1pp | 1493.59%-1478.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $4,145 | $3,225+28.5% | $2,961+40.0% | $4,838-14.3% |
| Participant deferral / active EE | $6,767 | $4,673+44.8% | $4,276+58.2% | $6,342+6.7% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |