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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,891 | $110,212-62.9% | $96,534-57.6% | $139,466-70.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 63.15% | 26.42%+36.7pp | 25.88%+37.3pp | 373.66%-310.5pp |
| Employer contribution / active EE | $4,389 | $3,620+21.2% | $2,965+48.0% | $4,754-7.7% |
| Participant deferral / active EE | $9,429 | $5,547+70.0% | $4,851+94.4% | $6,712+40.5% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |