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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,387 | $80,748+67.7% | $102,383+32.2% | $74,429+81.9% |
| Participation rate | 93.5% | 65.7%+27.9pp | 74.5%+19.0pp | 67.2%+26.3pp |
| Annual return | 64.21% | 27.57%+36.6pp | 24.94%+39.3pp | 1368.38%-1304.2pp |
| Employer contribution / active EE | $1,287 | $3,159-59.2% | $3,870-66.7% | $2,625-51.0% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |