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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,912 | $75,419-10.0% | $392,568-82.7% | $67,579+0.5% |
| Participation rate | 97.0% | 74.8%+22.2pp | 78.1%+18.9pp | 71.3%+25.7pp |
| Annual return | 31.28% | 36.70%-5.4pp | 24.42%+6.9pp | 378.56%-347.3pp |
| Employer contribution / active EE | $27,891 | $2,636+958.1% | $3,783+637.2% | $2,148+1198.6% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $5,985-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,260-100.0% | $142-100.0% |