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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,145 | $82,979-7.0% | $102,412-24.7% | $77,736-0.8% |
| Participation rate | 98.8% | 71.5%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | 395.96% | 19.11%+376.9pp | 24.94%+371.0pp | 31.26%+364.7pp |
| Employer contribution / active EE | $10,439 | $3,554+193.8% | $3,870+169.8% | $2,728+282.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |