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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,203 | $106,110+59.5% | $147,005+15.1% | $77,671+117.8% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 77.10% | 56.77%+20.3pp | 418.76%-341.7pp | 31.21%+45.9pp |
| Employer contribution / active EE | $2,765 | $4,065-32.0% | $4,934-44.0% | $2,726+1.4% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-99.9% | $13,006-100.0% | $430-99.9% |