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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,515 | $69,771+41.2% | $67,524+45.9% | $74,400+32.4% |
| Participation rate | 94.9% | 71.4%+23.5pp | 72.9%+22.0pp | 67.2%+27.7pp |
| Annual return | 14.80% | -40.49%+55.3pp | 3519.41%-3504.6pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $1,613 | $2,710-40.5% | $2,734-41.0% | $2,624-38.5% |
| Participant deferral / active EE | $2,970 | $3,638-18.4% | $4,001-25.8% | $4,348-31.7% |
| Admin fee / account holder | $5 | $889-99.5% | $4,001-99.9% | $1,944-99.8% |