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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,669 | $50,956+5.3% | $96,570-44.4% | $86,821-38.2% |
| Participation rate | 95.3% | 65.2%+30.0pp | 69.8%+25.4pp | 72.3%+23.0pp |
| Annual return | 85.10% | 21.27%+63.8pp | 37.79%+47.3pp | 97.94%-12.8pp |
| Employer contribution / active EE | $2,953 | $1,111+165.9% | $2,357+25.3% | $2,406+22.7% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,182-100.0% | $170-100.0% |