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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,657 | $71,192+66.7% | $117,861+0.7% | $62,293+90.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 66.02% | 18.66%+47.4pp | 335.11%-269.1pp | 28.90%+37.1pp |
| Employer contribution / active EE | $6,607 | $1,934+241.7% | $3,786+74.5% | $2,042+223.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |