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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,413 | $52,293+168.5% | $178,503-21.3% | $73,412+91.3% |
| Participation rate | 99.4% | 65.3%+34.0pp | 81.9%+17.5pp | 72.2%+27.2pp |
| Annual return | 28.65% | 34.75%-6.1pp | 151.12%-122.5pp | 59.30%-30.7pp |
| Employer contribution / active EE | $6,414 | $1,736+269.4% | $5,011+28.0% | $2,234+187.1% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |