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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,201 | $55,636+96.3% | $81,982+33.2% | $73,497+48.6% |
| Participation rate | 90.7% | 62.3%+28.5pp | 69.3%+21.5pp | 70.7%+20.1pp |
| Annual return | 123.18% | 19.07%+104.1pp | 41.31%+81.9pp | 28.51%+94.7pp |
| Employer contribution / active EE | $3,432 | $1,625+111.2% | $2,498+37.4% | $2,270+51.2% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |