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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,040 | $62,267+108.8% | $110,243+18.0% | $55,725+133.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | 15.54% | -1.07%+16.6pp | 314.76%-299.2pp | 244.93%-229.4pp |
| Employer contribution / active EE | $2,648 | $1,941+36.4% | $3,827-30.8% | $2,078+27.4% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |