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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,435 | $75,388+6.7% | $123,553-34.9% | $55,725+44.3% |
| Participation rate | 98.6% | 75.7%+22.9pp | 82.3%+16.3pp | 70.9%+27.8pp |
| Annual return | 38.75% | 4.48%+34.3pp | 119.21%-80.5pp | 244.93%-206.2pp |
| Employer contribution / active EE | $7,737 | $3,063+152.6% | $4,628+67.2% | $2,078+272.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |