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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,006 | $185,342+14.9% | $111,306+91.4% | $86,821+145.3% |
| Participation rate | 84.4% | 81.0%+3.4pp | 77.3%+7.1pp | 72.3%+12.1pp |
| Annual return | 33.84% | 500.80%-467.0pp | 54.67%-20.8pp | 97.94%-64.1pp |
| Employer contribution / active EE | $8,901 | $2,246+296.3% | $2,732+225.8% | $2,406+270.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |