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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,835 | $106,264-5.1% | $147,117-31.5% | $77,762+29.7% |
| Participation rate | 99.1% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 18.81% | 56.94%-38.1pp | 420.54%-401.7pp | 31.27%-12.5pp |
| Employer contribution / active EE | $3,815 | $4,074-6.4% | $4,932-22.7% | $2,728+39.8% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |