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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,922 | $101,672+17.0% | $147,117-19.2% | $74,478+59.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 22.67% | 8757.83%-8735.2pp | 420.54%-397.9pp | 1370.56%-1347.9pp |
| Employer contribution / active EE | $3,329 | $3,813-12.7% | $4,932-32.5% | $2,626+26.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $1,753-99.9% | $12,993-100.0% | $1,946-99.9% |