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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,256 | $65,862-17.6% | $124,693-56.5% | $79,393-31.7% |
| Participation rate | 99.4% | 62.2%+37.2pp | 74.6%+24.8pp | 70.7%+28.7pp |
| Annual return | 15.65% | 19.02%-3.4pp | 5144.19%-5128.5pp | 116.87%-101.2pp |
| Employer contribution / active EE | $2,531 | $1,883+34.4% | $3,324-23.9% | $2,428+4.3% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,615-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $673-100.0% | $7,494-100.0% | $627-100.0% |