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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,803 | $65,367+124.6% | $92,915+58.0% | $72,976+101.2% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $5,430 | $2,594+109.4% | $3,653+48.6% | $2,440+122.6% |
| Participant deferral / active EE | $9,285 | $3,128+196.8% | $4,238+119.1% | $3,608+157.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |