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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,891 | $110,307-62.9% | $96,576-57.7% | $139,456-70.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 63.15% | 26.40%+36.7pp | 25.87%+37.3pp | 373.45%-310.3pp |
| Employer contribution / active EE | $4,389 | $3,619+21.3% | $2,965+48.0% | $4,753-7.7% |
| Participant deferral / active EE | $9,429 | $5,547+70.0% | $4,851+94.4% | $6,711+40.5% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |