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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,101 | $62,267+105.7% | $110,243+16.2% | $55,725+129.9% |
| Participation rate | 99.1% | 78.1%+21.0pp | 79.8%+19.3pp | 70.9%+28.3pp |
| Annual return | 7.26% | -1.07%+8.3pp | 314.76%-307.5pp | 244.93%-237.7pp |
| Employer contribution / active EE | $7,745 | $1,941+298.9% | $3,827+102.4% | $2,078+272.7% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $14 | $121-88.5% | $8,548-99.8% | $115-87.9% |