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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,025 | $93,617-22.0% | $135,982-46.3% | $75,177-2.9% |
| Participation rate | 98.8% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 108.73% | 30.89%+77.8pp | 68.32%+40.4pp | 160.75%-52.0pp |
| Employer contribution / active EE | $3,897 | $3,538+10.1% | $4,859-19.8% | $2,671+45.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $134 | $6,980-98.1% | $10,767-98.8% | $5,651-97.6% |