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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,161 | $88,770+34.2% | $109,191+9.1% | $93,010+28.1% |
| Participation rate | 97.7% | 81.5%+16.2pp | 75.9%+21.8pp | 73.9%+23.8pp |
| Annual return | 21.21% | 60.64%-39.4pp | 25.76%-4.5pp | 158.70%-137.5pp |
| Employer contribution / active EE | $6,084 | $3,780+61.0% | $3,723+63.4% | $2,705+124.9% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $6,756-100.0% | $152-100.0% |