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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,890 | $46,464-48.6% | $150,298-84.1% | $79,634-70.0% |
| Participation rate | 92.4% | 57.0%+35.4pp | 77.8%+14.6pp | 62.5%+29.9pp |
| Annual return | 108.43% | 27.89%+80.5pp | 62.79%+45.6pp | 36.46%+72.0pp |
| Employer contribution / active EE | $7,669 | $1,512+407.4% | $4,154+84.6% | $2,529+203.2% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $891-100.0% | $14,116-100.0% | $1,002-100.0% |