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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,023 | $68,097+41.0% | $62,929+52.6% | $137,256-30.0% |
| Participation rate | 95.5% | 77.4%+18.0pp | 73.1%+22.3pp | 80.0%+15.5pp |
| Annual return | 15.00% | 1859.11%-1844.1pp | 1063.93%-1048.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,690 | $2,811+66.8% | $2,505+87.3% | $4,156+12.8% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $47 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |