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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,317 | $84,499+44.8% | $125,391-2.5% | $66,949+82.7% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.8pp | 69.8%+28.3pp |
| Annual return | 6.07% | -8.49%+14.6pp | 572.41%-566.3pp | 1.57%+4.5pp |
| Employer contribution / active EE | $9,334 | $3,554+162.7% | $4,816+93.8% | $2,545+266.7% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |