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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,039 | $69,708+17.7% | $67,560+21.4% | $74,478+10.2% |
| Participation rate | 98.5% | 71.4%+27.1pp | 72.9%+25.6pp | 67.2%+31.3pp |
| Annual return | 17.17% | -40.67%+57.8pp | 3533.50%-3516.3pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $1,387 | $2,715-48.9% | $2,737-49.3% | $2,626-47.2% |
| Participant deferral / active EE | $5,757 | $3,637+58.3% | $4,004+43.8% | $4,350+32.3% |
| Admin fee / account holder | $6 | $887-99.4% | $3,994-99.9% | $1,946-99.7% |