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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,847 | $49,976+87.8% | $66,674+40.8% | $82,637+13.6% |
| Participation rate | 84.8% | 63.1%+21.8pp | 73.7%+11.2pp | 68.1%+16.8pp |
| Annual return | 20.12% | 39.09%-19.0pp | 321.24%-301.1pp | 53.51%-33.4pp |
| Employer contribution / active EE | $8,880 | $1,988+346.6% | $2,620+238.9% | $2,552+248.0% |
| Participant deferral / active EE | $3,228 | $2,847+13.4% | $4,084-20.9% | $4,126-21.8% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |