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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,591 | $55,122+227.6% | $104,639+72.6% | $73,497+145.7% |
| Participation rate | 98.1% | 67.7%+30.4pp | 74.1%+24.1pp | 70.7%+27.4pp |
| Annual return | 49.71% | 24.77%+24.9pp | 340.67%-291.0pp | 28.51%+21.2pp |
| Employer contribution / active EE | $542 | $1,464-63.0% | $2,682-79.8% | $2,270-76.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $423-100.0% | $6,465-100.0% | $513-100.0% |