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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,746 | $106,247+22.1% | $147,096-11.8% | $77,714+67.0% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 20.84% | 56.87%-36.0pp | 419.75%-398.9pp | 31.26%-10.4pp |
| Employer contribution / active EE | $1,343 | $4,069-67.0% | $4,936-72.8% | $2,727-50.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |