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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,376 | $80,731+3.3% | $103,374-19.3% | $74,546+11.8% |
| Participation rate | 99.4% | 65.7%+33.7pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 62.04% | 27.56%+34.5pp | 24.89%+37.1pp | 1366.03%-1304.0pp |
| Employer contribution / active EE | $1,167 | $3,158-63.1% | $3,869-69.8% | $2,624-55.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $2 | $2,369-99.9% | $8,394-100.0% | $1,944-99.9% |