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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,387 | $80,731+67.7% | $103,374+31.0% | $74,546+81.6% |
| Participation rate | 93.5% | 65.7%+27.9pp | 74.5%+19.0pp | 67.2%+26.3pp |
| Annual return | 64.21% | 27.56%+36.7pp | 24.89%+39.3pp | 1366.03%-1301.8pp |
| Employer contribution / active EE | $1,287 | $3,158-59.2% | $3,869-66.7% | $2,624-50.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |