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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,642 | $55,122+115.2% | $104,639+13.4% | $73,497+61.4% |
| Participation rate | 94.8% | 67.7%+27.1pp | 74.1%+20.7pp | 70.7%+24.1pp |
| Annual return | 72.72% | 24.77%+47.9pp | 340.67%-268.0pp | 28.51%+44.2pp |
| Employer contribution / active EE | $3,627 | $1,464+147.7% | $2,682+35.2% | $2,270+59.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5 | $423-98.8% | $6,465-99.9% | $513-99.0% |