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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,358 | $45,022+209.5% | $85,126+63.7% | $77,714+79.3% |
| Participation rate | 97.9% | 48.7%+49.2pp | 67.5%+30.4pp | 70.6%+27.3pp |
| Annual return | 16.03% | 79.38%-63.4pp | 66.63%-50.6pp | 31.26%-15.2pp |
| Employer contribution / active EE | $11,700 | $1,610+626.7% | $2,731+328.4% | $2,727+329.1% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $913-100.0% | $6,160-100.0% | $433-100.0% |