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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,436 | $71,192+91.6% | $117,861+15.8% | $62,293+119.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.09% | 18.66%+0.4pp | 335.11%-316.0pp | 28.90%-9.8pp |
| Employer contribution / active EE | $11,704 | $1,934+505.2% | $3,786+209.1% | $2,042+473.1% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $16 | $587-97.2% | $8,021-99.8% | $479-96.6% |