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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,015 | $79,209-34.3% | $102,434-49.2% | $74,459-30.1% |
| Participation rate | 99.5% | 74.8%+24.7pp | 76.5%+23.0pp | 67.2%+32.3pp |
| Annual return | 40.92% | 54.98%-14.1pp | 29.46%+11.5pp | 1369.70%-1328.8pp |
| Employer contribution / active EE | $9,403 | $2,362+298.0% | $3,023+211.0% | $2,626+258.1% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |