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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,349 | $82,972+163.2% | $103,374+111.2% | $77,671+181.1% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 121.37% | 19.14%+102.2pp | 24.89%+96.5pp | 31.21%+90.2pp |
| Employer contribution / active EE | $998 | $3,554-71.9% | $3,869-74.2% | $2,726-63.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |