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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,778 | $88,672-21.3% | $105,223-33.7% | $82,448-15.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 48.24% | 30.86%+17.4pp | 180.65%-132.4pp | 41.64%+6.6pp |
| Employer contribution / active EE | $5,076 | $3,048+66.5% | $3,689+37.6% | $2,551+99.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |