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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,536 | $38,365+203.8% | $84,637+37.7% | $65,186+78.8% |
| Participation rate | 99.2% | 55.7%+43.5pp | 68.2%+30.9pp | 70.2%+29.0pp |
| Annual return | 61.80% | 32.00%+29.8pp | 258.82%-197.0pp | 29.39%+32.4pp |
| Employer contribution / active EE | $1,526 | $1,258+21.2% | $2,653-42.5% | $2,177-29.9% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,914-100.0% | $847-100.0% |