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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,388 | $82,163+21.0% | $125,381-20.7% | $64,819+53.3% |
| Participation rate | 95.4% | 77.9%+17.5pp | 82.4%+13.0pp | 71.5%+23.9pp |
| Annual return | 18.81% | 3.49%+15.3pp | 572.31%-553.5pp | 32.84%-14.0pp |
| Employer contribution / active EE | $8,231 | $3,616+127.6% | $4,815+70.9% | $2,507+228.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-99.9% | $10,007-100.0% | $188-99.9% |