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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,421 | $49,471+109.1% | $79,583+30.0% | $66,949+54.5% |
| Participation rate | 97.5% | 61.4%+36.2pp | 69.5%+28.0pp | 69.8%+27.7pp |
| Annual return | 110.22% | 84.30%+25.9pp | 0.16%+110.1pp | 1.57%+108.6pp |
| Employer contribution / active EE | $4,825 | $1,266+281.1% | $2,414+99.9% | $2,545+89.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |