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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,527 | $77,638+132.5% | $156,551+15.3% | $62,881+187.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,790 | $3,444+39.1% | $5,501-12.9% | $2,281+110.0% |
| Participant deferral / active EE | $5,659 | $3,046+85.8% | $4,871+16.2% | $3,203+76.7% |
| Admin fee / account holder | $4 | $5,561-99.9% | $13,028-100.0% | $4,296-99.9% |