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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,418 | $66,009+52.1% | $81,780+22.8% | $77,692+29.3% |
| Participation rate | 91.7% | 65.8%+25.9pp | 72.4%+19.3pp | 70.6%+21.1pp |
| Annual return | 18.49% | 26.66%-8.2pp | 776.27%-757.8pp | 31.25%-12.8pp |
| Employer contribution / active EE | $6,856 | $2,374+188.8% | $2,914+135.3% | $2,726+151.5% |
| Participant deferral / active EE | $0 | $3,510-100.0% | $4,321-100.0% | $4,648-100.0% |
| Admin fee / account holder | $30 | $527-94.2% | $7,384-99.6% | $431-92.9% |