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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,123 | $67,396+104.9% | $60,919+126.7% | $134,545+2.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 33.19% | 50.12%-16.9pp | 16.96%+16.2pp | 418.37%-385.2pp |
| Employer contribution / active EE | $3,944 | $3,101+27.2% | $2,704+45.9% | $4,742-16.8% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4 | $4,590-99.9% | $3,228-99.9% | $11,431-100.0% |