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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,530 | $76,696-40.6% | $96,538-52.8% | $71,529-36.3% |
| Participation rate | 99.2% | 66.6%+32.6pp | 74.3%+24.8pp | 67.9%+31.3pp |
| Annual return | 117.14% | 48.32%+68.8pp | 35.74%+81.4pp | 28.97%+88.2pp |
| Employer contribution / active EE | $4,549 | $3,032+50.1% | $3,740+21.6% | $2,590+75.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |