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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,317 | $88,087+12.7% | $164,866-39.8% | $74,546+33.2% |
| Participation rate | 98.6% | 73.1%+25.6pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | 33.42% | 17.27%+16.1pp | 69.97%-36.6pp | 1366.03%-1332.6pp |
| Employer contribution / active EE | $8,242 | $2,595+217.6% | $4,343+89.8% | $2,624+214.1% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |