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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,323 | $51,631+69.1% | $129,397-32.5% | $80,925+7.9% |
| Participation rate | 95.2% | 56.9%+38.3pp | 69.6%+25.6pp | 67.7%+27.6pp |
| Annual return | 15.88% | 20.77%-4.9pp | 9453.98%-9438.1pp | 35.65%-19.8pp |
| Employer contribution / active EE | $4,609 | $1,583+191.1% | $4,154+10.9% | $2,756+67.2% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1 | $4,309-100.0% | $7,679-100.0% | $6,940-100.0% |