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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,761 | $73,102-48.3% | $123,549-69.4% | $56,287-32.9% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | 65.69% | 3.01%+62.7pp | 119.20%-53.5pp | -9.96%+75.6pp |
| Employer contribution / active EE | $5,728 | $2,977+92.4% | $4,628+23.8% | $2,111+171.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $554-99.9% | $9,284-100.0% | $521-99.9% |