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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,061 | $90,606-51.4% | $79,466-44.6% | $135,379-67.5% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | 10.12% | 977.69%-967.6pp | 718.28%-708.2pp | 519.79%-509.7pp |
| Employer contribution / active EE | $4,276 | $3,068+39.4% | $2,800+52.7% | $4,779-10.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |