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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,346 | $106,110+40.7% | $147,005+1.6% | $77,671+92.3% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 30.03% | 56.77%-26.7pp | 418.76%-388.7pp | 31.21%-1.2pp |
| Employer contribution / active EE | $9,140 | $4,065+124.9% | $4,934+85.2% | $2,726+235.2% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |