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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,030 | $106,247-15.3% | $147,096-38.8% | $77,714+15.8% |
| Participation rate | 89.6% | 78.4%+11.2pp | 82.2%+7.4pp | 70.6%+19.0pp |
| Annual return | 30.48% | 56.87%-26.4pp | 419.75%-389.3pp | 31.26%-0.8pp |
| Employer contribution / active EE | $11,341 | $4,069+178.7% | $4,936+129.8% | $2,727+315.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-99.9% | $13,005-100.0% | $433-100.0% |