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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,721 | $104,497+9.8% | $159,487-28.1% | $79,389+44.5% |
| Participation rate | 89.3% | 76.6%+12.7pp | 82.8%+6.5pp | 70.7%+18.6pp |
| Annual return | 17.85% | 67.98%-50.1pp | 263.71%-245.9pp | 116.89%-99.0pp |
| Employer contribution / active EE | $8,929 | $3,418+161.3% | $4,831+84.8% | $2,428+267.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |