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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,546 | $83,023+145.2% | $102,437+98.7% | $77,762+161.8% |
| Participation rate | 99.3% | 71.5%+27.7pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 68.25% | 19.12%+49.1pp | 24.95%+43.3pp | 31.27%+37.0pp |
| Employer contribution / active EE | $10,280 | $3,552+189.4% | $3,871+165.6% | $2,728+276.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |