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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,262 | $81,494+46.3% | $133,978-11.0% | $73,497+62.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 71.71% | 19.40%+52.3pp | 45.10%+26.6pp | 28.51%+43.2pp |
| Employer contribution / active EE | $5,025 | $2,210+127.4% | $3,919+28.2% | $2,270+121.3% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |