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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,363 | $91,406+15.3% | $130,062-19.0% | $74,473+41.5% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.2pp |
| Annual return | 49.59% | 23.21%+26.4pp | -137.37%+187.0pp | 34.36%+15.2pp |
| Employer contribution / active EE | $4,569 | $2,565+78.1% | $4,322+5.7% | $2,638+73.2% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,601-100.0% | $347-100.0% |