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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,452 | $67,352+72.9% | $60,899+91.2% | $134,509-13.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 81.75% | 49.99%+31.8pp | 16.92%+64.8pp | 418.13%-336.4pp |
| Employer contribution / active EE | $500 | $3,098-83.9% | $2,702-81.5% | $4,741-89.5% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |