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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,744 | $198,836-23.7% | $102,437+48.1% | - |
| Participation rate | 89.9% | 60.8%+29.1pp | 74.5%+15.4pp | - |
| Annual return | 57.20% | 12.43%+44.8pp | 24.95%+32.3pp | - |
| Employer contribution / active EE | $10,208 | $2,607+291.5% | $3,871+163.7% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,060-100.0% | - |
| Admin fee / account holder | $0 | $10,004-100.0% | $8,388-100.0% | - |