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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,938 | $58,726+24.2% | $92,240-20.9% | $62,293+17.1% |
| Participation rate | 95.4% | 68.3%+27.1pp | 76.5%+18.9pp | 69.5%+25.9pp |
| Annual return | 144.63% | 43.62%+101.0pp | 176.29%-31.7pp | 28.90%+115.7pp |
| Employer contribution / active EE | $14,025 | $2,392+486.4% | $3,680+281.2% | $2,042+586.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |