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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,628 | $76,669-19.6% | $96,520-36.1% | $71,495-13.8% |
| Participation rate | 98.2% | 66.6%+31.6pp | 74.3%+23.9pp | 67.9%+30.3pp |
| Annual return | 78.30% | 48.29%+30.0pp | 35.72%+42.6pp | 28.85%+49.4pp |
| Employer contribution / active EE | $5,185 | $3,031+71.1% | $3,739+38.7% | $2,589+100.2% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |