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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,669 | $45,043+25.8% | $85,063-33.4% | $74,400-23.8% |
| Participation rate | 95.7% | 49.4%+46.3pp | 67.5%+28.1pp | 67.2%+28.4pp |
| Annual return | 58.86% | 26.26%+32.6pp | 66.54%-7.7pp | 1367.51%-1308.7pp |
| Employer contribution / active EE | $4,077 | $1,458+179.7% | $2,727+49.5% | $2,624+55.4% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,210-100.0% | $6,155-100.0% | $1,944-100.0% |