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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,931 | $71,192+54.4% | $117,861-6.7% | $62,293+76.5% |
| Participation rate | 98.8% | 74.2%+24.5pp | 79.7%+19.1pp | 69.5%+29.2pp |
| Annual return | 18.49% | 18.66%-0.2pp | 335.11%-316.6pp | 28.90%-10.4pp |
| Employer contribution / active EE | $3,735 | $1,934+93.1% | $3,786-1.4% | $2,042+82.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |