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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,890 | $36,904-35.3% | $158,223-84.9% | $65,191-63.4% |
| Participation rate | 92.4% | 62.1%+30.3pp | 79.2%+13.2pp | 63.0%+29.4pp |
| Annual return | 108.43% | 24.43%+84.0pp | 52.09%+56.3pp | 51.24%+57.2pp |
| Employer contribution / active EE | $7,669 | $1,489+414.9% | $4,109+86.7% | $2,400+219.5% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $0 | $793-100.0% | $16,047-100.0% | $907-100.0% |