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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,752 | $152,612-71.3% | $125,192-65.1% | $152,897-71.4% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.5%+12.8pp |
| Annual return | 67.28% | 54.85%+12.4pp | 43.79%+23.5pp | 345.43%-278.1pp |
| Employer contribution / active EE | $8,095 | $4,947+63.6% | $3,866+109.4% | $4,764+69.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |