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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,455 | $72,303+43.1% | $86,698+19.3% | $64,819+59.6% |
| Participation rate | 98.2% | 80.4%+17.8pp | 76.6%+21.6pp | 71.5%+26.7pp |
| Annual return | 29.32% | 392.77%-363.5pp | 35.95%-6.6pp | 32.84%-3.5pp |
| Employer contribution / active EE | $18,872 | $2,393+688.7% | $2,837+565.3% | $2,507+652.8% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |