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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,591 | $81,446+49.3% | $103,374+17.6% | $80,874+50.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 569.65% | 25.57%+544.1pp | 24.89%+544.8pp | 35.62%+534.0pp |
| Employer contribution / active EE | $2,503 | $3,107-19.5% | $3,869-35.3% | $2,756-9.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |