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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,349 | $83,023+163.0% | $102,437+113.2% | $77,762+180.8% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 121.37% | 19.12%+102.2pp | 24.95%+96.4pp | 31.27%+90.1pp |
| Employer contribution / active EE | $998 | $3,552-71.9% | $3,871-74.2% | $2,728-63.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |