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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,200 | $59,328+38.6% | $118,914-30.9% | $73,497+11.8% |
| Participation rate | 89.9% | 62.3%+27.6pp | 75.4%+14.5pp | 70.7%+19.2pp |
| Annual return | 185.71% | 19.13%+166.6pp | 35.89%+149.8pp | 28.51%+157.2pp |
| Employer contribution / active EE | $4,507 | $1,803+149.9% | $3,264+38.1% | $2,270+98.5% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,582-100.0% | $513-100.0% |