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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,317 | $88,137+12.7% | $164,975-39.8% | $74,429+33.4% |
| Participation rate | 98.6% | 73.1%+25.5pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | 33.42% | 17.13%+16.3pp | 70.12%-36.7pp | 1368.38%-1335.0pp |
| Employer contribution / active EE | $8,242 | $2,597+217.3% | $4,343+89.8% | $2,625+214.0% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |