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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,647 | $112,892-49.8% | $90,956-37.7% | $158,931-64.4% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 14.75% | 215.80%-201.1pp | 134.60%-119.9pp | 302.86%-288.1pp |
| Employer contribution / active EE | $6,089 | $2,893+110.5% | $2,122+187.0% | $4,761+27.9% |
| Participant deferral / active EE | $0 | $4,127-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,042-100.0% | $5,959-100.0% | $11,247-100.0% |