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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,986 | $63,114-12.9% | $92,915-40.8% | $65,186-15.6% |
| Participation rate | 98.4% | 68.8%+29.7pp | 76.0%+22.4pp | 70.2%+28.2pp |
| Annual return | 118.33% | 28.75%+89.6pp | 109.45%+8.9pp | 29.39%+88.9pp |
| Employer contribution / active EE | $8,446 | $2,571+228.6% | $3,653+131.2% | $2,177+288.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |