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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,550 | $136,179-35.0% | $98,755-10.3% | $167,518-47.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 67.96% | 67.53%+0.4pp | 49.91%+18.0pp | 478.71%-410.7pp |
| Employer contribution / active EE | $6,851 | $2,631+160.3% | $2,067+231.4% | $4,838+41.6% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13 | $5,031-99.7% | $4,076-99.7% | $12,312-99.9% |