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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,149 | $72,269+55.2% | $101,271+10.7% | $79,852+40.4% |
| Participation rate | 98.4% | 68.5%+30.0pp | 75.8%+22.6pp | 69.6%+28.8pp |
| Annual return | 95.54% | 22.29%+73.2pp | 46.48%+49.1pp | 31.72%+63.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $38 | $4,401-99.1% | $5,948-99.4% | $5,306-99.3% |