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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,972 | $185,342-14.8% | $111,306+41.9% | $86,821+82.0% |
| Participation rate | 96.9% | 81.0%+16.0pp | 77.3%+19.6pp | 72.3%+24.7pp |
| Annual return | 41.24% | 500.80%-459.6pp | 54.67%-13.4pp | 97.94%-56.7pp |
| Employer contribution / active EE | $8,816 | $2,246+292.5% | $2,732+222.7% | $2,406+266.4% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-99.9% | $7,966-100.0% | $170-99.9% |