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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,938 | $58,493+117.0% | $84,023+51.1% | $72,976+73.9% |
| Participation rate | 98.3% | 61.2%+37.0pp | 69.0%+29.3pp | 69.5%+28.8pp |
| Annual return | 145.53% | 28.93%+116.6pp | 71.32%+74.2pp | 81.02%+64.5pp |
| Employer contribution / active EE | $811 | $1,163-30.3% | $1,984-59.1% | $2,440-66.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $185 | $4,569-96.0% | $6,102-97.0% | $5,124-96.4% |