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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,773 | $37,446+230.5% | $77,552+59.6% | $79,856+55.0% |
| Participation rate | 88.0% | 41.5%+46.5pp | 54.2%+33.9pp | 69.6%+18.4pp |
| Annual return | 86.96% | 39.76%+47.2pp | 54.82%+32.1pp | 31.71%+55.2pp |
| Employer contribution / active EE | $5,281 | $637+728.8% | $987+435.2% | $2,471+113.7% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |