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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,151 | $67,823+55.0% | $52,425+100.6% | $137,256-23.4% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 13.18% | 219.11%-205.9pp | 302.12%-288.9pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,198 | $1,163+3.0% | $914+31.0% | $4,156-71.2% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9 | $2,844-99.7% | $2,495-99.6% | $12,270-99.9% |