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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,864 | $100,801+68.5% | $149,745+13.4% | $73,412+131.4% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 19.46% | 265.34%-245.9pp | 276.72%-257.3pp | 59.30%-39.8pp |
| Employer contribution / active EE | $7,961 | $3,312+140.4% | $4,646+71.4% | $2,234+256.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |