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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,784 | $91,760+63.2% | $156,181-4.1% | $67,986+120.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 53.35% | 18.14%+35.2pp | 64.87%-11.5pp | 31.67%+21.7pp |
| Employer contribution / active EE | $4,856 | $2,419+100.7% | $4,294+13.1% | $2,019+140.6% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |