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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,988 | $79,181+121.0% | $102,423+70.8% | $74,429+135.1% |
| Participation rate | 96.7% | 74.8%+21.9pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 53.57% | 54.97%-1.4pp | 29.42%+24.1pp | 1368.38%-1314.8pp |
| Employer contribution / active EE | $5,406 | $2,362+128.9% | $3,023+78.8% | $2,625+106.0% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |