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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,869 | $55,441+72.9% | $76,002+26.1% | $77,671+23.4% |
| Participation rate | 97.3% | 63.6%+33.6pp | 69.1%+28.2pp | 70.6%+26.7pp |
| Annual return | 36.64% | 17.08%+19.6pp | 360.07%-323.4pp | 31.21%+5.4pp |
| Employer contribution / active EE | $611 | $1,789-65.9% | $2,688-77.3% | $2,726-77.6% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $5 | $407-98.7% | $6,414-99.9% | $430-98.8% |