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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,346 | $106,230+40.6% | $147,080+1.5% | $77,736+92.1% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 30.03% | 56.91%-26.9pp | 420.17%-390.1pp | 31.26%-1.2pp |
| Employer contribution / active EE | $9,140 | $4,072+124.4% | $4,933+85.3% | $2,728+235.1% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |