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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,338 | $78,976-5.9% | $100,383-25.9% | $74,546-0.3% |
| Participation rate | 99.4% | 79.5%+19.9pp | 81.5%+17.9pp | 67.2%+32.2pp |
| Annual return | 53.97% | 20.62%+33.4pp | 49.26%+4.7pp | 1366.03%-1312.1pp |
| Employer contribution / active EE | $5,027 | $3,019+66.5% | $3,944+27.5% | $2,624+91.6% |
| Participant deferral / active EE | $0 | $7,758-100.0% | $8,086-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,330-100.0% | $7,900-100.0% | $1,944-100.0% |