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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,988 | $79,223+120.9% | $102,460+70.8% | $74,478+135.0% |
| Participation rate | 96.7% | 74.8%+22.0pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 53.57% | 54.98%-1.4pp | 29.47%+24.1pp | 1370.56%-1317.0pp |
| Employer contribution / active EE | $5,406 | $2,363+128.8% | $3,025+78.7% | $2,626+105.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |