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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,121 | $72,177-11.2% | $115,038-44.3% | $59,633+7.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 41.55% | 12.02%+29.5pp | 26.14%+15.4pp | 2041.45%-1999.9pp |
| Employer contribution / active EE | $19,064 | $2,841+571.0% | $4,608+313.7% | $2,203+765.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |