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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,229 | $69,848+66.4% | $115,756+0.4% | $66,949+73.6% |
| Participation rate | 84.4% | 70.6%+13.8pp | 77.1%+7.3pp | 69.8%+14.6pp |
| Annual return | 14.72% | 969.66%-954.9pp | 143.14%-128.4pp | 1.57%+13.2pp |
| Employer contribution / active EE | $11,312 | $2,613+333.0% | $3,793+198.3% | $2,545+344.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,239-100.0% |
| Admin fee / account holder | $7 | $337-97.8% | $8,124-99.9% | $594-98.7% |