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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,914 | $88,087+3.2% | $164,866-44.9% | $74,546+22.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 16.94% | 17.27%-0.3pp | 69.97%-53.0pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $2,201 | $2,595-15.2% | $4,343-49.3% | $2,624-16.1% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |