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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,737 | $126,113+78.2% | $116,096+93.6% | $155,188+44.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 73.3%-73.3pp | 80.8%-80.8pp |
| Annual return | 36.20% | 391.72%-355.5pp | 326.25%-290.0pp | 148.84%-112.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |