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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,465 | $65,423+162.1% | $98,477+74.1% | $85,856+99.7% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.5pp | 69.3%+27.6pp |
| Annual return | 61.53% | 21.76%+39.8pp | 1493.59%-1432.1pp | 318.58%-257.0pp |
| Employer contribution / active EE | $693 | $2,168-68.0% | $2,961-76.6% | $2,565-73.0% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,951-100.0% | $6,261-100.0% |