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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,023 | $80,731+197.3% | $103,374+132.2% | $74,546+222.0% |
| Participation rate | 97.2% | 65.7%+31.5pp | 74.5%+22.7pp | 67.2%+30.0pp |
| Annual return | 46.46% | 27.56%+18.9pp | 24.89%+21.6pp | 1366.03%-1319.6pp |
| Employer contribution / active EE | $2,581 | $3,158-18.3% | $3,869-33.3% | $2,624-1.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |