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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,565 | $75,388+74.5% | $123,553+6.5% | $55,725+136.1% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.3%+16.2pp | 70.9%+27.6pp |
| Annual return | 6.11% | 4.48%+1.6pp | 119.21%-113.1pp | 244.93%-238.8pp |
| Employer contribution / active EE | $8,657 | $3,063+182.6% | $4,628+87.1% | $2,078+316.6% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |