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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,589 | $106,264+32.3% | $147,117-4.4% | $77,762+80.8% |
| Participation rate | 89.1% | 78.4%+10.7pp | 82.2%+6.9pp | 70.6%+18.5pp |
| Annual return | 16.88% | 56.94%-40.1pp | 420.54%-403.7pp | 31.27%-14.4pp |
| Employer contribution / active EE | $1,346 | $4,074-67.0% | $4,932-72.7% | $2,728-50.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |