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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,795 | $99,957-65.2% | $149,745-76.8% | $73,497-52.7% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 30.36% | 53.87%-23.5pp | 276.72%-246.4pp | 28.51%+1.8pp |
| Employer contribution / active EE | $5,259 | $3,191+64.8% | $4,646+13.2% | $2,270+131.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |