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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,006 | $82,972-42.1% | $103,374-53.6% | $77,671-38.2% |
| Participation rate | 93.1% | 71.5%+21.6pp | 74.5%+18.6pp | 70.6%+22.6pp |
| Annual return | 102.04% | 19.14%+82.9pp | 24.89%+77.2pp | 31.21%+70.8pp |
| Employer contribution / active EE | $5,998 | $3,554+68.8% | $3,869+55.0% | $2,726+120.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |