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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,673 | $41,647+266.6% | $96,171+58.8% | $86,821+75.8% |
| Participation rate | 99.6% | 50.3%+49.4pp | 68.4%+31.2pp | 72.3%+27.4pp |
| Annual return | 23.93% | 27.24%-3.3pp | 192.04%-168.1pp | 97.94%-74.0pp |
| Employer contribution / active EE | $6,316 | $1,328+375.5% | $2,799+125.7% | $2,406+162.5% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,350-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,538-100.0% | $170-100.0% |