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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,775 | $79,184-48.5% | $102,438-60.2% | $74,546-45.3% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 16.46% | 54.95%-38.5pp | 29.37%-12.9pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $9,729 | $2,362+311.9% | $3,024+221.8% | $2,624+270.7% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |