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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,277 | $85,766-20.4% | $136,298-49.9% | $70,126-2.6% |
| Participation rate | 84.5% | 74.2%+10.4pp | 81.9%+2.6pp | 69.5%+15.0pp |
| Annual return | 27.42% | 31.46%-4.0pp | 5156.27%-5128.9pp | 73.15%-45.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,698 | $5,051+32.6% | $6,247+7.2% | $3,332+101.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |