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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,530 | $92,224-60.4% | $105,223-65.3% | $79,634-54.1% |
| Participation rate | 98.4% | 69.2%+29.3pp | 75.0%+23.4pp | 62.5%+36.0pp |
| Annual return | 204.21% | 88.65%+115.6pp | 180.65%+23.6pp | 36.46%+167.7pp |
| Employer contribution / active EE | $2,688 | $3,965-32.2% | $3,689-27.1% | $2,529+6.3% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $8,859-100.0% | $1,002-100.0% |