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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,888 | $77,677+199.8% | $109,173+113.3% | $79,391+193.3% |
| Participation rate | 97.0% | 67.8%+29.2pp | 75.9%+21.1pp | 70.7%+26.3pp |
| Annual return | 56.94% | 23.44%+33.5pp | 25.75%+31.2pp | 116.88%-59.9pp |
| Employer contribution / active EE | $4,323 | $2,798+54.5% | $3,723+16.1% | $2,428+78.1% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $732-99.9% | $6,755-100.0% | $627-99.9% |