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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,145 | $82,972-7.0% | $103,374-25.4% | $77,671-0.7% |
| Participation rate | 98.8% | 71.5%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | 395.96% | 19.14%+376.8pp | 24.89%+371.1pp | 31.21%+364.8pp |
| Employer contribution / active EE | $10,439 | $3,554+193.7% | $3,869+169.8% | $2,726+282.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |