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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,002 | $65,376+2.5% | $87,104-23.1% | $65,185+2.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 366.46% | 31.27%+335.2pp | 28.19%+338.3pp | 29.38%+337.1pp |
| Employer contribution / active EE | $8,213 | $1,822+350.7% | $2,521+225.8% | $2,177+277.3% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $520-99.9% | $7,490-100.0% | $847-99.9% |