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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,872 | $39,948+252.6% | $89,435+57.5% | $73,412+91.9% |
| Participation rate | 98.1% | 50.4%+47.7pp | 68.0%+30.1pp | 72.2%+26.0pp |
| Annual return | 28.33% | 50.12%-21.8pp | 245.55%-217.2pp | 59.30%-31.0pp |
| Employer contribution / active EE | $4,944 | $1,200+312.0% | $2,587+91.1% | $2,234+121.3% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,884-100.0% | $158-100.0% |