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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,775 | $79,223-48.5% | $102,460-60.2% | $74,478-45.3% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+29.9pp |
| Annual return | 16.46% | 54.98%-38.5pp | 29.47%-13.0pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $9,729 | $2,363+311.7% | $3,025+221.6% | $2,626+270.4% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |