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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,365 | $39,948+228.8% | $89,435+46.9% | $73,412+78.9% |
| Participation rate | 98.6% | 50.4%+48.2pp | 68.0%+30.6pp | 72.2%+26.4pp |
| Annual return | 40.80% | 50.12%-9.3pp | 245.55%-204.8pp | 59.30%-18.5pp |
| Employer contribution / active EE | $4,343 | $1,200+262.0% | $2,587+67.9% | $2,234+94.4% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,884-100.0% | $158-100.0% |