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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,046 | $88,087+57.9% | $164,866-15.7% | $74,546+86.5% |
| Participation rate | 95.9% | 73.1%+22.8pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 11.70% | 17.27%-5.6pp | 69.97%-58.3pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $8,141 | $2,595+213.7% | $4,343+87.5% | $2,624+210.2% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |