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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,441 | $183,627-82.3% | $155,602-79.2% | $145,978-77.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 98.18% | 61.32%+36.9pp | 64.81%+33.4pp | 550.52%-452.3pp |
| Employer contribution / active EE | $7,471 | $5,316+40.5% | $4,675+59.8% | $4,662+60.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |