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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,978 | $95,404+83.4% | $113,397+54.3% | $82,637+111.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 104.87% | 19.08%+85.8pp | 23.20%+81.7pp | 53.51%+51.4pp |
| Employer contribution / active EE | $2,989 | $2,307+29.6% | $2,977+0.4% | $2,552+17.1% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |