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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,933 | $79,045+8.7% | $100,378-14.4% | $74,429+15.5% |
| Participation rate | 99.1% | 79.4%+19.7pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 27.12% | 20.61%+6.5pp | 49.41%-22.3pp | 1368.38%-1341.3pp |
| Employer contribution / active EE | $5,128 | $3,015+70.1% | $3,942+30.1% | $2,625+95.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,087-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $7,899-100.0% | $1,944-100.0% |