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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,584 | $82,163-1.9% | $125,381-35.7% | $64,819+24.3% |
| Participation rate | 97.7% | 77.9%+19.8pp | 82.4%+15.3pp | 71.5%+26.3pp |
| Annual return | 16.75% | 3.49%+13.3pp | 572.31%-555.6pp | 32.84%-16.1pp |
| Employer contribution / active EE | $19,697 | $3,616+444.7% | $4,815+309.1% | $2,507+685.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $11 | $163-93.1% | $10,007-99.9% | $188-94.0% |