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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,784 | $95,904+56.2% | $173,730-13.8% | $64,340+132.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 79.6%+20.4pp | 55.2%+44.8pp |
| Annual return | 53.35% | 17.47%+35.9pp | 19.96%+33.4pp | 24.14%+29.2pp |
| Employer contribution / active EE | $4,856 | $2,323+109.1% | $4,577+6.1% | $1,862+160.9% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,089-100.0% | $17,523-100.0% | $3,703-100.0% |