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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,690 | $49,976+9.4% | $66,674-18.0% | $82,637-33.8% |
| Participation rate | 96.0% | 63.1%+32.9pp | 73.7%+22.3pp | 68.1%+27.9pp |
| Annual return | 23.84% | 39.09%-15.3pp | 321.24%-297.4pp | 53.51%-29.7pp |
| Employer contribution / active EE | $4,683 | $1,988+135.5% | $2,620+78.7% | $2,552+83.5% |
| Participant deferral / active EE | $8,838 | $2,847+210.5% | $4,084+116.4% | $4,126+114.2% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |