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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,756 | $81,494+5.2% | $133,978-36.0% | $73,497+16.7% |
| Participation rate | 99.3% | 76.4%+22.9pp | 79.8%+19.5pp | 70.7%+28.6pp |
| Annual return | 142.20% | 19.40%+122.8pp | 45.10%+97.1pp | 28.51%+113.7pp |
| Employer contribution / active EE | $5,943 | $2,210+169.0% | $3,919+51.7% | $2,270+161.8% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-99.9% | $8,930-100.0% | $513-99.9% |