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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,129 | $81,446-38.5% | $103,374-51.5% | $80,874-38.0% |
| Participation rate | 95.8% | 66.9%+29.0pp | 74.5%+21.3pp | 67.6%+28.2pp |
| Annual return | 108.46% | 25.57%+82.9pp | 24.89%+83.6pp | 35.62%+72.8pp |
| Employer contribution / active EE | $20,338 | $3,107+554.5% | $3,869+425.6% | $2,756+638.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |