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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,311 | $68,097+15.0% | $62,929+24.4% | $137,256-42.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.66% | 1859.11%-1846.5pp | 1063.93%-1051.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,713 | $2,811+32.1% | $2,505+48.2% | $4,156-10.7% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |